Lauren Foster rounds up a selection of interesting reading (and viewing) from the past few weeks. Read more
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6 Posts
Our ten most-popular articles from the past year include coverage of the ever-unfolding European sovereign debt crisis, how the election cycle affects the markets, and Warren Buffett’s secret sauce. Read more
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If President Obama’s proposed budget for 2013 makes it through Congress, there are only a few months to go before a popular trust strategy — the sale of an asset to an intentionally defective grantor trust, or IDGT — may be eliminated. Read more
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For most U.S. taxpayers, April 15 is a red-letter day. But that doesn’t mean tax matters should be filed and forgotten about until next year. There are several favorable estate, gift, and generating-skipping transfer (GST) tax provisions that are set to expire at the end of the year, unless Congress acts to extend them in the coming months. That means there is still time for your clients to take advantage of larger exclusions and lower tax rates. Read more
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Have you ever noticed that there are times when the comments section of an article is more illuminating than the article itself? Or if not more illuminating, just as interesting to read because the responses stimulate intense debate and take on a life of their own? Read more
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We hear a lot these days about “holistic” wealth management — service that goes beyond traditional investment advice — and how advisers should handle the disparate needs of their clients as part of a seamless whole. One of these needs is trust and estate planning. In all cases, it’s an attorney who drafts the trust document, but that doesn’t mean wealth advisers don’t have a role to play. Read more
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