Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate Planning: A Trust for Your Personal Residence
By Gavin MorrisseyWhen is wealth transfer using a personal residence part of a smart estate plan?
September 09, 2010
Down to the wire: Four estate planning tipsWhat will happen with estate tax policy? It's all guesswork, which means estate planners must account for a range of outcomes.
September 09, 2010
Down to the wire: Four estate planning tipsWhat will happen with estate tax policy? It's all guesswork, which means estate planners must account for a range of outcomes.
August 25, 2010
State of Estate TaxationThe golden age of estate planning/wealth transfer is upon us. The stars, moon and earth have aligned to make this a key area for us in the financial services industry.
August 25, 2010
State of Estate TaxationThe golden age of estate planning/wealth transfer is upon us. The stars, moon and earth have aligned to make this a key area for us in the financial services industry.
July 26, 2010
Estate Planning: The Trusteed IRAEstate planning that contemplates retirement plans is becoming more prevalent and important.
July 26, 2010
ADVICE Column: Estate Planning and the Trusteed IRAWhat do money managers need to know now?
July 20, 2010
Estate Planning: Interest Rate Drop Enhances Wealth Transfer OpportunitiesWith the AFR near historical lows, wealth transfer beckons; for GRATs, act before the estate tax kicks in again.