Fiduciary Trust International

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Featured Trust and Tax Perspectives

October 2015
Transfer Tax Benefits of Family Businesses: For a Limited Time Only
The tax advantages of transferring a family business to the next generation may soon be limited by potential new IRS rules. More >

August 2015
Treating Children Fairly 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 >

April 2015
Wealth Transfer Strategies for a Low Interest Rate Enviornment
Options to consider when transferring wealth in the current low interest rate environment. More >

April 2015
Changing Domicile: What Snowbirds Need to Know before Taking Flight
Are you thinking about moving south for the winter or relocating on a permanent basis? Better weather may not be the only benefit of such a move. More >

March 2015
Don't Underestimate State Estate Taxes
Today’s federal estate tax exemption is generous by historical standards. However, families residing in any of the 19 states, and the District of Columbia that levy state estate or inheritance tax should not be complacent. Fiduciary Trust’s Elisa Shevlin Rizzo... More >

March 2015
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 2015
Is It a Good Idea to Make Lifetime Gifts?
Spreading gifts throughout your lifetime is a powerful strategy which could reduce the amount ultimately paid in estate taxes. Our Fiduciary Trust senior leaders discuss how lifetime gifting can reduce estate taxes. They also offer strategies to make the most... More >

March 2015
Six Planning Strategies to Minimize Your Tax Burden
Use these six important strategies to better prepare for today's high income taxes. More >

February 2015
The Fiduciary Standard, What Does it Mean Anyway?
The fiduciary standard has become less clear to investors over the past several decades as different types of financial professionals are providing various forms of advice to clients. Our senior leaders examine the distinctions of the fiduciary standard and why... More >

December 2014
Finding Tax-Free Transfer Opportunities in Undervalued Energy Stocks
With crude oil extending its biggest price slump since the global financial crisis of 2009, it may be a good time to put undervalued energy stocks to use in your estate plan. More >

October 2014
Insights on Tax Topics
Strategies to help you reduce your 2014 tax burden and a year-end tax planning checklist. 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 >

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 >

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