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
Tax Reform Focus on Stock Options
By Robert Bloink, William H. ByrnesThe GOP tax reform framework contains few details but has rattled tax planning for high income clients who are compensated with stock options.
October 16, 2017
5 Things to Know About Valuing Annuities and Other Client AssetsDetermining how much any given asset is worth, and when, may be complicated.
October 06, 2017
Estate Tax Repeal Imperiled as GOP Senator Says He Wants to Keep ItSusan Collins of Maine could be another Republican friend of the tax.
October 05, 2017
Wife Accused of Killing Husband Can Sue Insurer That Froze Life Insurance ProceedsThe wife alleged that the insurer had misled her about the status of the benefits.
October 05, 2017
6 Personality Traits of the Wealthy and SuccessfulAuthor and financial editor Jean Chatzky discusses what she found from researching 5,000 wealthy and successful people.
October 05, 2017
‘Trust in the Company’ Is Top Driver of Investment Decisions: EdelmanInstitutional investors are looking for companies that take a stand politically and treat their employees and customers well, Edelman Financial Communications found.
October 04, 2017
Estate Planning for Users of Assisted Reproductive TechnologyToday, parentage can come in at least three different types.
September 27, 2017
3 Types of Designated Beneficiaries You Must UnderstandThe rules for spouses, unmarried partners and children are different.