Estate & Trust Accounting
Estate & Trust Accounting
How the 2010 Estate Tax Changes Affect Accounting
The federal estate tax was repealed by Congress in late 2009, but it will be back in 2011 at a new, higher rate.
The Seventh Deadly Sin that Can Undermine High-Net Worth Families
Seventh Deadly Sin: Lack of Communication with Family Members, Especially Regarding Family Values and Legacy Issues
The Sixth Deadly Sin that Can Undermine High-Net Worth Families
Sixth Deadly Sin: The “Do It Yourself” Private Foundation
The Fifth Deadly Sin that Can Undermine High-Net Worth Families
Fifth Deadly Sin: Not Utilizing Technology and Resources to…
The Fourth Deadly Sin that Can Undermine High-Net Worth Families
Fourth Deadly Sin: Documents Scattered in Various Locations and Not Accessible by All Advisors
The Third Deadly Sin that Can Undermine High-Net Worth Families
Third Deadly Sin: Disparate Array of Advisors vs.
Collaborative Team Approach
The Second Deadly Sin that Can Undermine High-Net Worth Families
Second Deadly Sin: Missing and Irrelevant Beneficiary Designations
The First Deadly Sin That Can Undermine High-Net Worth Families
First Deadly Sin: Incomplete Investment Policies
