Myths About Trusts
In a recent article, Forbes explores some “myths” about trusts laid bare by some recent events. Former Police lead singer, Sting, told…
What is your estate planner focusing on?
In a recent WSJ WealthManagement article, Charles Redd, a St. Louis based attorney, notes that planners spend much time on tax avoidance…
Selling your business and giving to charity
More business owners are building charitable donations into their plans to sell their companies. Fidelity Charitable says its program saw a big…
Recent article on 5 biggest common planning mistakes
In a recent article, CNBC’s Shelly Schwartz discusses what the article says are the five biggest common estate planning errors….
Woebling case on “intentionally defective grantor trusts”
In a post updating the status of the Commissioner v. Woebling, Bob Keebler summarizes the strategy behind intentionally defective grantor trusts, why they…
Shielding Inherited IRAs from Creditors
In a recent WSJ Wealth Advisor article, Arden Dale discusses techniques used for protection of inherited IRAs. Since several state courts have ruled…
New strategies under the tax law changes
The beginning of 2013 has been an interesting period, as we have seen significant planning for clients with complex and taxable estates….
A little thoughtfulness in planning
In a recent WSJ Wealth Advisor article, the case of a California-based owner of a pizza franchise and a strip mall is discussed….
What you need to know to preserve your value and your values
In a recent WSJ WealthAdvisor article, Norb Vonnegut touches on some particular ideas that are very helpful in managing and passing family wealth….
The tricks of advising trusts
In a recent WSJ Wealth Advisor article, Trust Clients Can Be Tricky for Advisers, Matthias Rieker reports that financial advisors need to develop…
