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Estate planning practitioners regularly include some form of withdrawal rights in irrevocable trusts, exercisable with respect to a specific amount and for a limited period of time, to enable the trust's donor to use his Internal Revenue Code...
Many wealth management professionals spend a large portion of their time and energy designing elegant, tax-efficient estate plans for their clients. This service is a key component of any comprehensive financial management portfolio. All too often...
As the U.S. economy continues its sluggish recovery, and despite the turbulence and uncertainty of the global economy, there's a tremendous planning opportunity for many of our clients in 2011 and 2012. Since last year, the income limitations that...
The sweeping federal tax legislation enacted in 2001 was a boon for many, but it also created a thorny issue for estate tax planning. The law provided that tax advantages phased in over the subsequent 10 years would be eliminated at the end of...
A new study titled Don't Lock Me Out: Life Story Interviews of Family Business Owners Facing Succession, by Alexandra Solomon, et. al,1 analyzes life-story interviews obtained from 10 family business owners regarding their experiences with the...
A 57-year-old financial advisor is trying to plan his retirement and prepare a successor in case anything should happen to him. But he's not sure what the best route is.
