Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
New Estate Planning Strategies for a Post-Portability World
By Robert Bloink, William H. ByrnesIn particular, if your clients are still relying on credit shelter trusts set up before 2013, beware the adverse tax consequences.
April 29, 2016
The boomer estate planning boom: 9 ways to get in on itThe number of boomer candidates for estate planning guidance swells daily, with an estimated 10,000 boomers due to hit the traditional retirement age of 65 each day for the next 15 years.
April 29, 2016
The boomer estate planning boom: 9 ways to get in on itThe number of boomer candidates for estate planning guidance swells daily, with an estimated 10,000 boomers due to hit the traditional retirement age of 65 each day for the next 15 years.
April 28, 2016
Questions persist around settling Prince's estateHere's what Prince's death can teach the rest of us about estate planning.
April 28, 2016
Questions persist around settling Prince's estateHere's what Prince's death can teach the rest of us about estate planning.
March 30, 2016
Recruiting Roundup: Merrill Grabs Morgan Team, Makes Leadership ChangesMeanwhile, Bay Area wealth management firm B|O|S adds Judith Gordon as an estate planning advisor.
February 03, 2016
Changes to estate planning laws in 2016: what to expectThe most significant regulatory changes limit the tax advantages for spin-off transactions involving a REIT.
February 03, 2016
Assisted suicide & estate planning: issues to weighAn idea that once revolved around the lone efforts of Dr. Jack Kevorkian assisted suicide has now gone mainstream, which raises a number of questions for life insurers.