Tax & Estate

Questions to ask business-owner clients

Questions to ask business-owner clients

By asking thought-provoking questions, financial advisors can motivate business owners to carefully consider planning

By Wilmot George |November 5, 2024

3 min read

Pros and cons of family trusts

Pros and cons of family trusts

New legislation may make trusts less attractive, yet they still have advantages for some client families

By Matt Trotta |September 25, 2024

4 min read

Intergenerational wealth transfers: Part 2

Intergenerational wealth transfers: Part 2

Strategies for gifting while living versus at death

By Wilmot George |September 19, 2024

7 min read

Intergenerational wealth transfers: Part 1

Intergenerational wealth transfers: Part 1

The pros and cons of gifting while living versus at death

By Wilmot George |September 11, 2024

3 min read

Income splitting revisited

Income splitting revisited

Options to address attribution rules include planning with life insurance

By Kevin Wark |April 15, 2024

4 min read

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