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
Taking Advantage of a Down Economy
By Lewis SchiffDifficult economic times can provide an excellent opportunity for affluent clients to make strategic moves that can help reduce taxes and more efficiently transfer assets...
January 01, 2009
Start the estate planning conversationA recent survey by LegalZoom.com reveals that the creation of a last will or living trust is one of the most avoided topics between younger...
December 01, 2008
Now or Then?When the wealthy make plans to transition assets to their heirs, they must consider whether it is better to gift during their lifetime or transfer...
November 30, 2008
Beyond Estate Planning: Incentive And Dynasty TrustsBasic financial planning is insufficient for high-net-worth individuals who want to leave their mark on the world after they pass away. When planning, they often ...
November 30, 2008
Beyond Estate Planning: Incentive And Dynasty TrustsBasic financial planning is insufficient for high-net-worth individuals who want to leave their mark on the world after they pass away. When planning, they often ...
November 02, 2008
Estate Settlement Advice: Good Planning Builds Client LoyaltyA large percentage of adult Americans do not have a will or estate plan, potentially leaving the state to decide how their property will be ...
November 02, 2008
Estate Settlement Advice: Good Planning Builds Client LoyaltyA large percentage of adult Americans do not have a will or estate plan, potentially leaving the state to decide how their property will be ...