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
Ask the expert: Use immediate annuities in estate planning?
By Nu BookHere are are some factors to keep in mindI am considering using a single premium immediate annuity as part of an estate plan for my clients. about doing this?
October 18, 2009
Credit Shelter Trusts: It's Time To Consider An AnnuityThe investment environment over the last year has been tough on everyone, including credit shelter trusts (also called B Trusts or Bypass Trusts).
October 15, 2009
Charitable Lead Trusts Popular AgainAn old philanthropic planning technique is ready to explode in popularity. Parents have long used charitable lead trusts to make tax-free gifts to their children while using philanthropy as a way to prepare them for wealth.
October 09, 2009
Liquid ArtFor all that market volatility and attendant risk, the collateralization of art has for some time had its place within wealth management.
October 01, 2009
Creating an Estate Plan Using Insurance ProductsWhen you discuss estate planning with your high-net-worth clients, there are seemingly endless directions that you could go in. So why would you choose to use only insurance products, and what are some of the best options...
October 01, 2009
Economic Turmoil Planning: Taking Steps to Take ControlFailure to review, reassess and adjust planning to reflect current economic realities may serve to multiply financial hardships many times over and for years to come.
October 01, 2009
Give and TakeGiving to others usually suggests that donors feel they have enough for their own needs. But as bonuses, raises, and jobs themselves have disappeared and...
October 01, 2009
A Recession Silver LiningFor estate planning these days, "the low-interest-rate environment offers incredible advantages," observes Ben Ledyard, director of wealth strategies for Boston-based Silver Bridge Advisors who leads...