Wealth Management Exchange - Articles - Trust & Estate Plan

Your Will or Trust: Why Avoiding Probate Doesn’t Solve All Your Problems

no@spam.com (Jonathan Rikoon) — Thu, 21 Aug 2008 10:59:12 MDT

By no means do your problems disappear if the estate avoids probate. A living trust as well as other non-probate alternatives can be challenged in much the same manner as a will.

Asset Protection Planning to Safeguard Your Wealth

no@spam.com (Randy Fox) — Tue, 05 Aug 2008 11:17:28 MDT

The purpose of a good asset protection plan is to safeguard your wealth from unwarranted claims of predators and creditors and to keep a nest egg amount of money safe if your financial world blows up.

Estate Planning in Uncertain Times

no@spam.com (Randy Fox) — Wed, 14 May 2008 06:15:57 MDT

This is not the first time in history that the economy has faltered. And it won't be the last. If some of your wealth has been eroded or is in jeopardy, it is more important than ever to assure that what remains of it is distributed to your heirs and beneficiaries as efficiently and effectively as possible.

Estate Planning Strategy: The Charitable Life Estate

no@spam.com (Randy Fox) — Tue, 18 Mar 2008 14:43:43 MDT

A Charitable Life Estate is a gift agreement between a donor and a charity, involving either a residence or farm.The donor gifts the property to charity but retains the right to live in the property, usually until death. This estate planning tool carries many tax and other benefits.

Preparing Adult Children for Inheritance: How to Maintain Harmonious Relations Across Generations

no@spam.com (Joe Calabrese) — Wed, 27 Feb 2008 12:28:39 MST

Wealth created by one generation can deeply enrich the lives of generations to follow. However, multi-generational wealth may also pose challenges. In an article for Wealth Management Exchange, Joe Calabrese of Harris myCFO explores the four basic issues of inheritance: entitlement, differing needs, the grandchild conundrum, and distribution.

Preserving the Value of Your Art Collection: Tips for Effective Art Succession Planning

no@spam.com (Michael Mendelsohn and Paige Stover Hague) — Wed, 27 Feb 2008 09:46:57 MST

Failure to plan for these assets during your lifetime can prove costly.

Minimizing Estate Taxes: Don't Wait Until You Die To Start Giving Away Your Millions

no@spam.com (James Lang) — Wed, 27 Feb 2008 09:42:02 MST

Two case studies present tax-saving game plans.

Ten Estate Planning Guidelines for the High Net Worth

no@spam.com (Joshua Frankel) — Wed, 27 Feb 2008 09:20:16 MST

WME takes some of the legalese out of estate planning.

Ten Essential Year-End Tasks to Safeguard Your Estate

no@spam.com (Scott Paul Frush) — Wed, 02 Jan 2008 17:15:33 MST

The end of the year means it’s time to review your investment and estate plans and make the moves that will safeguard your estate from unnecessary taxation. It is also a critical time to make sure your investments are in line with changing objectives for yourself and your family.