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
The "Whole" Truth on Estate Planning
By Barbara TreadwellNothing beats whole life insurance for providing security and flexibility in estate planning. Perhaps that sounds like an overly broad and bold statement. But I ...
June 30, 2007
Keep unconscious bad habits in checkAs people who make decisions, we have to rely on competent outside resources to help us come to important decisions. The issues for which we need such services represent areas of life where we don't want to have to be "as good" as someone who
June 30, 2007
How competent are you?We've been discussing the various stages in helping to build trust and we've arrived at the next and last step, our third "C," competency. If you have completed the first four steps correctly, your competency will be accepted, unless you do
June 07, 2007
Independence and TrustPlease permit me to be a little reflective in this blog. Let's consider the phrase Life, Liberty, and the pursuit of Happiness. These are three...
June 04, 2007
Pets Can Be Beneficiaries TooWhat happens to Max or Fluffy when their owner dies? The Humane Society of the United States, Humane Society Legislative Fund, and Doris Day Animal...
June 03, 2007
Wealthy Boomers Using Dynasty TrustsThere are now more than 9 million millionaire households in the U.S., including families with $5 million to $25 million in net worth, the Federal Reserve reports.
June 03, 2007
Lead By Example While Leaving A LegacyA charitable lead annuity trust can be a useful tool in reducing the value of a client's taxable estate while providing financial assistance to the ...
June 03, 2007
Lead By Example While Leaving A LegacyA charitable lead annuity trust can be a useful tool in reducing the value of a client's taxable estate while providing financial assistance to the ...