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
Staying Flexible
By Staff WriterOne way that inflexible trusts hamper beneficiaries is when children and grandchildren move to other states. If the trust were drafted in New York without...
July 06, 2008
The Details Matter In Estate PlanningFinancial professionals who have a grasp of key legal concepts affecting the senior population will be better able to serve their clientele, Cynthia Sharp told ...
July 06, 2008
The Details Matter In Estate PlanningFinancial professionals who have a grasp of key legal concepts affecting the senior population will be better able to serve their clientele, Cynthia Sharp told ...
June 29, 2008
Incentive Trusts and Special Needs Planning for the 21st CenturyToday, many of our most sophisticated and focused estate planning clients are concerned not only with transmitting their estates in a tax-efficient manner but also ...
June 29, 2008
Incentive Trusts and Special Needs Planning for the 21st CenturyToday, many of our most sophisticated and focused estate planning clients are concerned not only with transmitting their estates in a tax-efficient manner but also ...
June 08, 2008
Disclaiming: A Powerful And Flexible Estate Planning ToolThe disclaimer option is a commonly overlooked yet powerful postmortem estate-planning vehicle available to most beneficiaries, personal representatives and other appointed executors. By definition, a ...
June 08, 2008
Trusts May Be Good Annuity ProspectsTrusts may frequently be good prospects for annuity sales. Often with large amounts of liquid assets, trustees may seek the advantages of guarantees, tax deferral ...
June 08, 2008
Trusts May Be Good Annuity ProspectsTrusts may frequently be good prospects for annuity sales. Often with large amounts of liquid assets, trustees may seek the advantages of guarantees, tax deferral ...