Estate Planning

See our estate planning checklist for managing a person’s estate following their passing or incapacitation.

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Industry Insights: Help Clients Start the Conversation About Money

Apr 22, 2013

Lori Sackler, Senior VP/ Senior Investment Management Consultant, Morgan Stanley Wealth Management sits with WealthManagement.com to discuss clients and money.

Income Conundrum

Apr 22, 2013

An elusive concept, subject to changing interpretations

2014 Fiscal Year Estate Tax Proposals

Apr 22, 2013

About fairness indeed

New Private Letter Ruling Breathes Life into Nevada Incomplete Gift Non-Grantor Trusts

Apr 16, 2013

IRS approves NING using a lifetime special power of appointment with a health, education, maintenance and support standard

Puerto Rico--The New Florida?

Apr 12, 2013

Residency there provides tax benefits for high-net-worth individuals

When Executors Should—and Shouldn’t—Trust Their Accountant’s Advice

Apr 10, 2013

Ninth Circuit imposes a heavy burden on those who rely on an expert’s guidance on when to file an estate tax return

Canisters, Casseroles and Context

Apr 10, 2013

What beneficiaries and their advisors can learn from Julia Child

Are Trust Funds Safe From Claims For Alimony or Child Support?

Apr 09, 2013

Barry A. Nelson addresses the wild variance in how individual states handle the issue of protecting trust funds from claims for alimony or child support.

Tax Law Update April 2013

Apr 04, 2013

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The Perfect Storm?

Mar 27, 2013

It’s brewing on the estate-planning horizon, and clients and their advisors may be heading directly into it

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