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
Trusts for Difficult Situations
By Jonathan E. Gopman, Michael SneeringerJust getting into advanced planning? Here's a look at how skilled practitioners can help families.
April 04, 2017
A Primer for Strategically Gifting AssetsLeverage this knowledge to have more successful planning discussions with your high-net-worth clients.
April 03, 2017
When You’re Gone, Will Your Firm Endure?Many advisors find themselves stuck when it comes to creating a viable succession or exit plan.
April 03, 2017
Consumers Rate Most Trustworthy Financial Firms: Hearts & WalletsHearts & Wallets released a survey that identified which financial institutions consumers were more likely to trust.
March 27, 2017
Now in the GOP’s crosshairs on Capitol Hill: the estate taxHouse bill H.R. 25 would replace the federal income, estate and gift taxes, plus the federal payroll tax, with a national sales tax.
March 27, 2017
Now in the GOP’s crosshairs on Capitol Hill: the estate taxHouse bill H.R. 25 would replace the federal income, estate and gift taxes, plus the federal payroll tax, with a national sales tax.
March 27, 2017
Clients Regret Their Irrevocable Trusts? Try the ‘Decanting’ SolutionFor clients who regret establishing irrevocable trusts, many states now allow modifications to those trusts.
March 22, 2017
Succession Planning and Key Person Life Insurance: The Tax ImplicationsThe experts at Tax Facts discuss the tax and estate planning issues surrounding the death of a company's leader.