Grantor Retained Annuity Trust

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  Estate Planning in the Age of Obama

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  April 9, 2013

  With some common estate planning tools in the administration's budget crosshairs, how to fine tune your clients’ strategies.

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  The Proper Path to Integrated Wealth Management, Pt. 1: Trusts

  By James R. Cody, Harris myCFO  |  May 14, 2012

  The value of trusts to the high-net-worth client, and how to structure and monitor trusts, in particular, of GRATs.

• Now or Then?

  By Mike Patton  |  December 1, 2008

  When the wealthy make plans to transition assets to their heirs, they must consider whether it is better to gift during their lifetime or transfer...

• MAKE IT HAPPEN

  By Michael S. Fischer  |  November 1, 2008

  Once wealth managers have uncovered a client family's wealth and legacy values and explored the psychology that goes along with those values, the next step...

• Transfer Time, Part 1

  By Staff Writer  |  June 1, 2006

  One of the significant issues that will be faced by retiring baby boomers is how to keep their accumulated wealth within their families. Such clients...

• A World of Taxes

  By Staff Writer  |  January 1, 2003

  The U.S. tax system is extremely complex, and to an investor it can be very dangerous--much like traversing a minefield without the proper maps to...