Estate Planning

Help clients develop a satisfying approach to philanthropy

Lessons learned from Ty Cobb’s charitable giving strategies

Important tools for accomplishing both charitable and non-charitable objectives

Help your clients make significant gifts, provide life income for themselves and save taxes

International families are establishing domestic trusts at a record pace.1 Previously, these families set up trusts in the United States only if they had family and/or assets in the United States. This strategy still remains popular for...

It's not as scary as it seems

There are opportunities and risks

Clients can maximize the impact of their taxable dollars in 2015

We'll take the middle one. | Copyright Matt Cardy, Getty Images Investment advice is more than telling your clients "no" to those supposed big-ticket money pits like buying a boat or installing a pool at their homes. It's about understandi...

In light of new rules, executors and estate tax preparers will have to be more cautious