trusts
What is a grantor trust and will it help me?
When we give gifts in trust, the trusts can be irrevocable, or permanent (and not easily amended), but clients also need to…
Gun trusts continue to be important planning tools
In a recent WSJ Wealth Advisor post, Planners Use Gun Trusts to Smooth Firearms Transfer, Anna Prior discusses the growing use of “gun trusts”…
Are trusts obsolete?
In a recent WSJ Wealth Advisor article, The New Rules of Estate Planning, Laura Sanders asks, essentially, whether revocable trust based planning has…
Trust decanting explained
Trust-decanting gains favor. In a recent WSJ.com Wealth Advisor article, trust decanting is discussed and explained. Decanting is “pouring” one trust into another new…
What incentives should my trust include to motivate my children and grandchildren?
In defense of incentive trusts. Some estate planners discourage use of incentive trusts, which require heirs to meet certain conditions. But New Jersey-based…
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…
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….
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….
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…
