Estate planning

Despite solid will, last wishes of art collector thwarted Fallback Image Decorative pattern

Estate Planning

Despite solid will, last wishes of art collector thwarted

The story of American art collector Charles Loeser shows a detailed will is no guarantee your client’s wishes will be fulfilled, reports the L.A. Times.

By Staff |September 9, 2013

1 min read

When the prime minister’s your client Fallback Image Decorative pattern

Estate Planning

When the prime minister’s your client

Testamentary, inter vivos, insurance and alter ego trusts are all effective vehicles for a variety of planning needs. There’s another type that’s rarely used: the blind trust. If you reel in a client who needs it, you’ll be doing well.

By Dean DiSpalatro |September 6, 2013

3 min read

Hiring an executor Fallback Image Decorative pattern

Estate Planning

Hiring an executor

Hiring an executor is tricky. Select the wrong person, and you could be leaving behind a legacy of financial hassles.

By James Dolan |September 5, 2013

4 min read

Minimize executor liability Fallback Image Decorative pattern

Estate Planning

Minimize executor liability

Many clients will become executors for parents, family members or close friends. But the job’s responsibilities may expose them to significant liability.

By James Dolan |September 4, 2013

3 min read