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Estate Planning

  • U.S Trust Continues Expansion

    July 26, 2010

    U.S Trust hired nine senior wealth management experts to their California, Arizona and Washington operations as part of their wealth management expansion efforts.

  • Senators Propose Estate Tax Fix

    July 15, 2010

    Sens. Blanche Lincoln, D-Ark., and Jon Kyl, R-Ariz., have introduced a proposal to reform the federal estate tax, which temporarily expired this year but is slated to increase to up to 55 percent next year for estates over $1 million.

  • The Rise of the Multi-Family Office

    April 27, 2010

    As many single family offices remain concerned about their long-term sustainability, money is pouring into multi-family offices, according to the Family Wealth Alliance.

  • Goodbye GRATs

    April 9, 2010

    Although the idea of restricting grantor retained annuity trusts, or GRATs, had been tossed around previously, estate planners didn’t think it would become a reality.

  • Getting Real about Capital Gains

    April 6, 2010

    Chances are that some kind of estate tax will be enacted retroactively for this year, but just in case it isn’t, there’s something advisors may be overlooking.

  • KeyCorp Unit Eyes Growth via Collective Investment Trusts

    April 6, 2010

    Victory Capital Management, the asset management arm of KeyCorp's KeyBank, says it is positioned to quickly expand the assets it manages in collective investment trusts.

  • Charitable Offset: Savings or Shell Game?

    April 5, 2010

    With the tax deadline approaching, investors are deciding whether to convert from a traditional IRA to a Roth IRA. But before they do, advisors have one more conversion strategy: the “charitable offset” strategy.

  • Don’t Forget the Spouse

    March 30, 2010

    With no estate tax, everything could go to the kids.

  • Merrill Executive Departs for Houston Law Firm

    March 23, 2010

    Eichelberger hired as trusts and estates partner at Fulbright & Jaworski

  • Last-Minute Will Changes

    March 23, 2010

    Where there's a will, there's a way to change it ... at the last minutes.

  • How Will New Rules Impact Family Offices?

    March 15, 2010

    Proposed legislation by the Securities and Exchange Commission to have single family offices register as investment advisors is part of the financial regulatory reform negotiations currently being debated in the Senate.

  • Jet Set: Beat the Bank with Family Loans

    March 9, 2010

    All-time low interest rates and tight credit could make the family bank the lender of choice for the wealthy.

  • Jet Set: Family Foundation or Family Feud?

    March 2, 2010

    Mission statements are meant to develop a purpose for family wealth that all members can support.

  • Women & Co.: Where Women Increase Financial Know-How

    March 2, 2010

    Over the past decade, the firm's mission has remained the same: to help women build confidence and an open dialogue around financial responsibility and knowledge.

  • Fewer Americans Focus on Estate Planning

    March 1, 2010

    When people are afraid, they cut back on discretionary expenses, which is how most people view estate-planning services, one expert said.