Research / WMIQ

Issue: Economic conditions make it easy for advisors to simply encourage families to focus on capital preservation, but what about taking risks...

Issue: Which situs is the best for various types of trusts? Chart Shows: All types of scenarios broken down by state. For More Information: See Daniel G. Worthington and Mark Merric, “Which Situs is Best?” Trusts & Estates, January 2010, p. 64

Issue: How to determine if a debtor has sufficient rights to constitute property for a federal tax lien under IRC Section 6321, and which state offers the most comprehensive protection against super creditors...

Long the laggard in recruiting bonuses among its wirehouse rivals, Wells hiked its offering for top producers to 295 percent from 195 percent two weeks ago.

Issue: Not all planning techniques apply to all types of estates and clients. Which should an advisor choose...

Issue: If the most efficient way to set up a private placement variable universal life insurance is through a non-modified endowment contract, or a modified endowment contract...

Issue: A grantor sells an appreciating asset to an irrevocable grantor trust in return for a promissory note. If the trust converts to a non-grantor trust because he grantor dies while the note is still outstanding, does the grantor realize gain...