Beneficiary

Estate Planning

How to use testamentary trusts

Splitting income inside a trust trims tax for your beneficiaries

August 13, 2012

2 min read

Estate Planning

Help clients choose settlement options

An insurance policy’s fine print gives you a lot of control

August 2, 2012

2 min read

Estate Planning

The quintessential fiduciary

Trustee duties explained - A trust is a relationship between three parties: the settlor, the trustee and the beneficiary.

By Elaine Blades |October 1, 2011

6 min read

Planning and Advice

The importance of beneficiary designations

Litigation in the field of beneficiary designations is on the rise

By Daniel J. Dochylo |January 1, 2011

6 min read

Preventing beneficiary disputes

The recent spotlight on financial products hasn’t been limited to complex mortgage-backed products. Insurance-based products have had their share of recent attention, especially when it comes to beneficiary designations. Several court cases involving beneficiary designation disputes underscore the importance of reviewing these designations and ensuring that they are up-to-date and in accordance with a client’s […]

9 min read