Estate Planning

Goals-based portfolio solutions can lead to better outcomes

Eco-friendly burial options are legal in every U.S. jurisdiction

It’s never too early to get a jump start on estate planning for your clients and their kids. When the children turn 18 is an excellent starting point for estate planning for several reasons, both legal and practical...

State’s refusal to give tax credit ruled unconstitutional in Comptroller v. Wayne

A recent sentencing reminds us of the need for these rules

Cut the red tape and keep the trust in the black

Don't get plowed under

IRS also rules that they don’t result in taxable gifts and aren’t includible in beneficiaries’ income

How can this new vehicle benefit your clients?

About half of wealthy families feel giving their children too large an inheritance could prove detrimental, according to a new report from Merrill Lynch Wealth Management. Most of the 200 high-net-worth investors surveyed believe $63 million was ...