Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Timing Is Right For Leveraged Wealth Transfers
By Dick KaitAdvanced planning continues to function in a tax and economic environment that places a premium on wealth transfer strategies that leverage the federal gift tax exemption...
April 28, 2009
Panel To Hold AIG HearingA congressional committee chief has asked Edward Liddy and several members of an American International Group Inc. oversight body to appear at a hearing.
April 22, 2009
Institute for Private Investors Survey: Cash HelpedMany ultra-wealthy private investors fared better than large institutions in the 2008 downturn, because of the investors' higher-than-usual allocations to cash, according to the latest research from the Institute for Private Investors' (IPI).
April 22, 2009
Sector SPDR ETF Flows Indicate SentimentETFs are proving their worth as an easy and inexpensive way to provide allocations to diverse asset classes, the ability to go long or short a market or industry sector, and a way to hedge concentrated long positions in corporate executives' stock.
April 05, 2009
Take Advantage Of The GST Exemption TodayEven estate planning professionals sometimes struggle with the generation skipping tax...
April 02, 2009
Annuity Riders: Options and OpportunitiesKevin Bock, president of Integrity Estate Advisors and host of the financial and estate planning radio show "The Smart Money Show" discusses the various options for annuity contract riders...
April 01, 2009
The Wired WealthyWhen it comes to the wealthy, the higher up you are on the asset scale, the more likely that you'll be using a mobile device...
March 31, 2009
Due diligence? Get serious (Part II)Last month, I discussed how due diligence went past due in our business ... with devastating results. This month, I'd like to talk about the resurgence of due diligence--and what it all means. Clearly, the lack of due diligence has