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 Life Insurance Isn’t a Lifetime Investment
By Robert Bloink, William H. ByrnesWhen a client needs to part with a permanent type of life insurance policy like whole life, be sure to carefully evaluate the tax consequences.
May 16, 2017
Judge Weighs 'Bizarre' Contract Dispute Between Delta Retirees, InsurerThe case hinges on provisions for determining who got the rebates from the drug manufacturers.
May 12, 2017
Heads of Wealthy Families Hold Off Disclosing Inheritance: Wilmington TrustAmong wealth holders, 67% are apprehensive about sharing inheritance details.
April 21, 2017
3 Lessons Prince Left Agents and AdvisorsThe Rock and Roll Hall of Famer died a year ago, without a will.
April 11, 2017
For Estate Planning, Don’t Overlook Late Portability ElectionsFortunately, the IRS has provided relief for certain clients who have failed to make a timely portability election.
April 10, 2017
5 Uses for Life Insurance That Most People Haven't Thought OfFor your clients and prospects, your bread and butter may be as mysterious as nuclear physics.
April 10, 2017
Planning for Longer Lives: Fading CapacityA corollary to planning for higher income in retirement is planning for the time when one may not be able to manage ones own care.