Annuities and Trusts: A Tricky Combination
If you combine an annuity with a trust without getting good legal advice, well, good luck with that.
The Basics of Establishing an Irrevocable Life Insurance Trust
An ILIT can help with spendthrift protection, and with elective share right planning for a surviving spouse.
Trusts for Difficult Situations
Just getting into advanced planning? Here's a look at how skilled practitioners can help families.
Ex-Rep Says He Stole $1.6M From Clients
The former advisor has pleaded guilty to stealing from a family that owned three trusts that he managed.
7 Estate Planning Resolutions for Clients to Make Now
The post-election, busy holiday season is actually the right time to ensure clients' estate plans are up to date.
The rules for revoking an irrevocable trust
Many states let clients terminate a trust and transfer its assets to another trust, also known as “decanting."
9 reasons why clients might want to set up a trust in Nevada
Nevada has no state or corporate income tax, so income generated by a trust would never be taxed at the state level.
The CRT: Give to Charity, Supplement Retirement Income
There’s been a resurgence of interest in the charitable remainder trust—here’s how to determine if it’s appropriate for your clients.
Variable annuities and trusts: The basics
Why you need to know about trusts and what it can mean to you and your clients.
Raymond James FAs to Refund Some Fees to Retirement Plans, Charity Trusts
Some mutual fund clients, like qualified retirement plans, didn't get fee waivers they were eligible for, the firm said.