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
When A Client Dies
By Douglas I. FriedmanWhat do you think about when you learn a client has died? Many life insurance agents speak about the satisfaction they get from delivering ...
June 01, 2005
Where do I start?The first step in setting up a QDOT, as with any estate planning, would be to seek out an experienced attorney to draft the trust....
June 01, 2005
Estate Planning for a Non-Citizen SpouseMarrying Michael last year was one of the most exciting events of my life. We had a small wedding at a clubhouse overlooking beautiful Lake...
May 01, 2005
Preserving the LegacyAlthough the estate tax may be repealed or significantly changed in the near future, don't expect those changes to last forever. Rising government deficits and...
April 20, 2005
Estate Planning For The Large Estate"The rich aren't like you and me," wrote F. Scott Fitzgerald in "The Great Gatsby."That means that your usual approach to insurance sales may ...
April 20, 2005
How Well Are Your Clients Prepared To Transfer Their Wealth?When it comes to transferring wealth from one generation to the next, Americans are woefully unprepared.Two out of three closely held family businesses do ...
April 11, 2005
Everson Eyes NonprofitsThe head of the Internal Revenue Service is complaining about what he says are abuses of charitable remainder trusts and other charitable-funding vehicles.[@@]IRS Commissioner ...
April 06, 2005
Greenberg Takes The FifthByFormer American International Group CEO Maurice Greenberg invoked his right against self-incrimination and refused to answer questions from government officials last week about his companys ...