Latest Issue Cover
Home » Private Wealth » PW Online » Channels » Services » Estate Planning

Estate Planning

[1]  9 10 11 12 13 14 15 16   [20]

Priceless Inheritances

by

Some of the nastiest family estate conflicts are over simple items with sentimental rather than monetary value.

The Digital Estate

by

Clients’ virtual lives need protecting just as their physical assets do.

Gainful Get-Togethers

by

Family meetings can lay the groundwork for multiple generations of successful wealth transfers.

How To Save With Personal Residence Trusts

by

The personal residence trust (PRT) can provide clients with a significant amount of estate tax savings if they are structured properly, these two planners say.

A Wal-Mart Heir Is $27 Billion Poorer Than Everyone Calculated

by

Ever since Wal-Mart heir John T. Walton died 10 years ago in a plane crash, it’s been widely assumed that he passed the bulk of his vast estate to his widow, Christy. Turns out that was very wrong.

Trump's Tax Plan: Still Unclear How He'd End Up Paying More

by

Experts predict Trump's tax plan would be a boon for billionaires like him.

Wealthy Investors Fear Becoming Children's Burden, Survey Says

by

Wealthy investors' greatest fear is becoming a burden on their children as they age, yet few are adequately planning for their health and long-term-care needs as they age, a new survey says.

Ferrari's First Family Locks Doors After Supercar Maker's IPO

by

Now that Ferrari NV is a publicly traded company, two Italian auto dynasties are planning a pact to make sure it stays that way.

New Bank Of The West Unit Will Serve Ultra-Rich

by

Ultra-high-net-worth families and individuals, foundations and family offices have a new resource in Bank of the West Wealth Management Group, which has launched a new division to serve that market.

The Guide To Raising Child Stars

by

The first rule of parenting: Everyone thinks their child is a superstar.

Oil Trader Gets 21 Months In Prison Over U.K. Divorce Suit

by

An oil trader in Dubai has been sentenced to almost two years in prison by a U.K. judge for failing to comply with court orders in a more than five million-pound ($7.9 million) divorce case.

Fiat Heir To Revamp Agnelli Empire

by

Fiat heir John Elkann has embraced at least one of his grandfather’s trademarks: dealmaking.

Despite SCOTUS Ruling, Same-Sex Couples Face Vexing Issues

by

The Supreme Court has ruled same-sex couples have a right to marriage and the same financial benefits as opposite-sex couples, but they still face unique issues that advisors need to be aware of.

The Tax Buster

by

Attorney Edward Renn helps wealthy families achieve tax savings through strategies that are “on the right side of the line.”

The Wealth-Transfer ‘Talk’

by

Here is how advisors can get parents and children to start talking about the family inheritance.

Woe The Weak-Willed Celebrity

by

The high drama often associated with celebrity estates can be avoided with the implementation of simple estate-planning strategies.

Wyly Family Battles SEC Over $300 Million In Court-Frozen Assets

by

The children of craft store kingpins Charles and Sam Wyly say they shouldn’t suffer for their fathers’ transgressions.

The Estate Tax Dodge That Went Too Far

by

The IRS shut down a scholarship fund that gave money only to the relatives of its founder.

Buffett Gives $2.8 Billion To Gates Foundation Charities

by

Warren Buffett donated $2...

Kids A Top Worry Of Rich Families, Survey Says

by

Today's ultra-wealthy are predominantly self-made innovators, but they're worried about whether their kids will become good stewards, according to a recent U.S. Trust survey.

[1]  9 10 11 12 13 14 15 16   [20]