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	Wealth Management Sourcebook

	Multifamily Office 2008

	Previous Issues Index

/ Home / Editorial / Wealth Management / Estate Planning /

Estate Planning

How to effectively transfer wealth—including that which is tied up in illiquid but valuable collectibles—to family, other beneficiaries and charitable organizations; how to establish trusts (and oversee trustees) and other estate planning vehicles.

Top 100 Attorneys Lawyers who counsel their clients on personal matters are involved in some of the most critical decisions of their clients’ lives.
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How Much Is Too Much? Four leading attorneys discuss how affluent parents can use estate planning to instill values in their children.
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Less Is More Caught between the demands of Uncle Sam and a culture obsessed with superior investment returns, the wealthy cite tax mitigation as a priority.
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A Family Way Can an inheritor protect both long-held family assets and her own financial future?
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Split Decision Many clients and their attorneys navigate the estate-planning process together—only to part ways when it comes to implementation.
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America’s Best Estate Plans How today’s prosperous families are unlocking tomorrow’s financial challenges.
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The Right Time to Sell More family business owners are leaping into the hyperactive mergers-and-acquisitions fray, liquidating their companies at what they hope is the top of the market.
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Passing On, Passing Over Generation-skipping trusts can be useful estate planning tools, but can ignite family squabbles unless carefully managed.
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Untapped Potential Most affluent families own life insurance, but many fail to leverage its full investment capacity.
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Guarded Optimism Taxpayers wishing to shield their assets from state inheritance taxes can choose their final resting place from among very desirable locales.
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Future Considerations Long-Term Care Insurance is not only beneficial in an economic sense, but also in an emotional sense.
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Live Long & Prosper Lengthening life spans are challenging and reshaping strategies to protect even the largest nest eggs.
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