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
Divorce Planning
By Staff WriterThe estate planning process needs to address the possibility that the client or one or more heirs may become divorced. Among the issues that should...
December 01, 2002
Part 2: Following FormIRA beneficiary designations are a confusing topic to many clients and even to some advisors, but mastering the details of IRA beneficiary rules can strengthen...
December 01, 2002
The New Meaning of TrustThe notion of trust is occupying people's minds these days. Open newspapers, turn on a cable news show, or attend an industry event and you'll...
October 01, 2002
For More InformationBooks Money Doesn't Grow on Trees: A Parent's Guide to Raising Financially Responsible Children, by Neale Godfrey (Fran Harris Fireside, 1994) The Family Incentive Trust, by John...
October 01, 2002
Estate Planning: An Oxymoron?Tax-savvy estate planning these days is easier said than done, thanks to the unclear future of the estate tax itself (President Bush and the House...
October 01, 2002
All in the FamilyTaxes have long been a driving motivation in estate planning. Tax avoidance often seems to override all other concerns, making the guiding goal of estate...
September 15, 2002
Estate Planning Clients Are Showing More Interest In EIULWith volatile financial markets, what products are clients using to fund their estate plans? In the life insurance market, the answer may be--and increasingly, is--equity ...
September 15, 2002
Generating Referrals From Trusts and Estates LawyersGenerating Referrals From Trusts and Estates LawyersIn the many studies we have done over the years, the number one concern of life producers has remained ...