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
Now's the time for estate planning
By Danielle AndrusNow is a great time for estate planning, and many planners are turning to grantor-retained annuity trusts to do that, writes the Wall Street Journal. The...
December 01, 2008
Now or Then?When the wealthy make plans to transition assets to their heirs, they must consider whether it is better to gift during their lifetime or transfer...
November 30, 2008
Beyond Estate Planning: Incentive And Dynasty TrustsBasic financial planning is insufficient for high-net-worth individuals who want to leave their mark on the world after they pass away. When planning, they often ...
November 30, 2008
Beyond Estate Planning: Incentive And Dynasty TrustsBasic financial planning is insufficient for high-net-worth individuals who want to leave their mark on the world after they pass away. When planning, they often ...
November 02, 2008
Estate Settlement Advice: Good Planning Builds Client LoyaltyA large percentage of adult Americans do not have a will or estate plan, potentially leaving the state to decide how their property will be ...
November 02, 2008
Estate Settlement Advice: Good Planning Builds Client LoyaltyA large percentage of adult Americans do not have a will or estate plan, potentially leaving the state to decide how their property will be ...
October 31, 2008
Six techniques of top producers (part 1)In meeting peak performers, I have noticed several common characteristics they share. Over the next few columns, I will detail a few of the traits and techniques they use to outdistance the competition, work a whole lot less, and make a whole lot