Fiduciary Trust International

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Featured Trust and Tax Perspectives

September 2014
Be Fair to Your Heirs: Thinking about Equal Treatment in Your Will
When parents consider how to pass assets to their children, the question of how to divide wealth among the children often arises. More >

August 2014
Wealth Transfer Options
Options to consider when transferring wealth in the current low interest rate environment. More >

March 2014
Is It Still a Good Idea to Make Lifetime Gifts?
The tax law passed last year provided certainty in the estate and gift tax landscape for the first time in more than a decade. With a long-term tax law in place, our Fiduciary Trust Forum members discuss the benefits of... More >

March 2014
Don’t Underestimate State Estate Taxes
The generous federal estate tax exemption implemented as part of the American Taxpayer Relief Act this year has been a welcome resolution for many. However, families residing in any of the 19 states and the District of Columbia that levy... More >

March 2014
Navigating Today’s Higher Income Tax Rates
Even if you are earning the same amount as you have in the past, your tax liability may be significantly higher under today’s laws. Two separate tax rate increases became effective in the 2013 tax year that impact top taxpayers.... More >

March 2014
Keeping the Peace Between Trust Beneficiaries
Trust beneficiaries with differing financial needs often face an inherent conflict of interest regarding the investment management goals of their trust. This conflict has been exacerbated over the past five years by the persistent low-yield environment, which has reduced the... More >

March 2014
Six Planning Strategies for a Higher Income Tax Environment
Use these six important strategies to better prepare for today's high income taxes. More >

November 2013
Client Conference Call Summary
Global recovery, rate increases and higher taxes—what it all means. More >

March 2013
Dynasty Trusts Under Delaware Law
A Dynasty Trust can be a powerful tool in achieving significant transfer tax savings across generations. More >

February 2013
Highlights of Delaware Trust and Tax Laws
Why Delaware? Trust and tax laws that make Delaware one of the most attractive jurisdictions for personal trusts. More >

February 2013
Owning Real Estate in Multiple Jurisdictions
Important estate tax and insurance implications of owning a secondary residence outside your home state. More >

February 2013
Selecting an Executor for Your Estate
Understanding an executor's role, and important factors to consider when choosing an executor for your estate. More >

January 2013
Perspective on Tax, Trust and Estate Planning
Piecing together the American Taxpayer Relief Act: a quick overview of the new tax law, some strategies to consider in light of this new legislation, and our investment insights. More >

January 2013
Perspective on Tax Planning
On January 2, 2013, President Barack Obama signed into law the "American Taxpayer Relief Act of 2012." What does this new act mean to high-income taxpayers? More >

July 2012
Single-Sex Married Couples Could Soon Realize Estate Tax Benefits
A Federal District Court in New York recently ruled that a same-sex, legally-married couple is entitled to the federal estate tax marital deduction. More >

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