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
Financial advocate for the family
By Edmond J. WaltersOne of the biggest problems for advisors is overcoming client stereotypes. Clients tend to put advisors in a "box" based on their preconceived notion of the service provided and only share what they think appropriate. When they need
January 01, 2008
Don't Be RigidRigid documents can also create obstacles for beneficiaries and trustees. Some attorneys have drafted dynasty trusts without providing the needed flexibility in fiduciary powers. Without...
December 31, 2007
Life of the estate planning partyAdvisor Joel Javer, CFP, has a message for people who think their estate planning worries will suddenly evaporate come 2010 when the federal estate tax is scheduled for full repeal: Think again. Javer, principal at the Sharkey, Howes & Javer
December 18, 2007
Reliance Trust Forms Group To Tackle TOLI MarketReliance Trust Company announced it has formed an alliance with 3 firms to help it focus on the trust-owned life insurance market.In addition to Reliance ...
December 18, 2007
Reliance Trust Forms Group To Tackle TOLI MarketReliance Trust Company announced it has formed an alliance with 3 firms to help it focus on the trust-owned life insurance market.In addition to Reliance ...
December 09, 2007
For Large Estates, Consider Grantor Retained Annuity TrustsMany parents enjoy making an annual gift of $24,000 to each of their adult children because of the personal satisfaction it brings to see them ...
December 09, 2007
For Large Estates, Consider Grantor Retained Annuity TrustsMany parents enjoy making an annual gift of $24,000 to each of their adult children because of the personal satisfaction it brings to see them ...
December 01, 2007
Give, WiselyNo one need be extremely wealthy anymore to participate in charitable giving through donor advised funds (DAFs), but they can be, and some participants have...