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 in the GOP’s crosshairs on Capitol Hill: the estate tax
By Warren S. HerschHouse bill H.R. 25 would replace the federal income, estate and gift taxes, plus the federal payroll tax, with a national sales tax.
March 16, 2017
The Tax Advantages of Domestic Asset Protection TrustsThe Tax Facts experts explain what domestic asset protection trusts are and advise on how to make the most out of them.
March 15, 2017
Tax Planning for Business Succession and Stock Purchase AgreementsTax Facts experts answer questions regarding regarding business succession and stock purchase agreements.
March 14, 2017
Estate Planning: The Family Limited Partnership StrategyA recent Tax Court ruling provides valuable lessons in how HNW clients can use this strategy to minimize transfer taxes, legally.
March 09, 2017
Digital assets and estate planning in 2017Being able to manage a client's online personal and financial records is now essential to comprehensive estate planning.
March 09, 2017
Digital assets and estate planning in 2017Being able to manage a client's online personal and financial records is now essential to comprehensive estate planning.
March 08, 2017
Estate Planning: Life Insurance and the Gross Estate of the InsuredTax Facts experts answer questions like: What benefits payable at death are included in the term life insurance for estate tax purposes?
March 06, 2017
PriceWaterHouseCoopers, fake news and the future of trusted advisorsIts been a long road back to gaining the publics trust from the 2008 financial crisis, but the industry is making progress.