Wealth Planning

Rescued by Bank of America from its near-death experience, Merrill Lynch is still managing to set the industry standard.

When it comes to giving money away, the only hard part for your clients should be accumulating the wealth in the first place.

As we approach the presidential election, investors are wondering whether it makes sense to take long-term gains early.

Retirees have long struggled with a key question: How much can they afford to withdraw each year?

In Revenue Procedure 2008-45, 2008-30 Internal Revenue Bulletin 224 and 2008-46, 2008-30 IRB 238 both issued July 24, 2008 the Internal Revenue Service provides sample forms for creating both testamentary and inter vivos charitable lead unitrusts ...

During the life of a trust, its tax status may change from grantor to non-grantor, or vice versa. This may be deliberate (a powerholder relinquishes a power that caused the trust to be a grantor trust), unintentional (a change in trustee) or even...

Environmental Defense Fund was founded in 1967 by a small group of citizens concerned about DDT's effects on wildlife and human health. Today, Environmental Defense Fund is one of America's most effective environmental advocacy groups. We are...

These harsh economic times should induce clients, fiduciaries and their advisors to review trust distributions and portfolio viability. Many investment advisors expect returns on investments during the next 10 to 20 years to be harder to replicate...

For many clients, retirement benefits are their largest asset. For others, they are important even if not determinative. For all, the rules governing retirement benefits are complicated. There's also a potential for tension between income tax...