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
Consumers Rate Most Trustworthy Financial Firms: Hearts & Wallets
By Danielle AndrusHearts & Wallets released a survey that identified which financial institutions consumers were more likely to trust.
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.
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.