Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Schorsch’s RCAP Buys Another IBD, Reports Q2 Results
By Janet LevauxVSR Group will join RCAPs Cetera Financial group, boosting its advisor count to more than 9,200.
August 06, 2014
The benefits of estate-enhanced cross-purchase agreementsEach owner should have an irrevocable trust to hold personal life insurance as part of his or her personal estate planning.
August 06, 2014
Want Clients to Trust You? You’ve Got 0.05 SecondsA new study shows trust decisions can be automatically triggered by the slightest glance. What's an advisor to do?
July 28, 2014
Which Advisors Have Loyal Clients — and Why?Client loyalty is a key to advisors success. Here's how to keep it afloat.
July 28, 2014
Conventional wisdom in estate planning needs a changeWithout proper planning, retirement accounts could be susceptible to both income and estate taxes.
July 28, 2014
Conventional wisdom in estate planning needs a changeWithout proper planning, retirement accounts could be susceptible to both income and estate taxes.
July 23, 2014
UBS: Affluent are avoiding inheritance discussions with kidsThe survey finds that respondents are reluctant to discuss the topic before a death in the family occurs.
July 23, 2014
UBS: Affluent are avoiding inheritance discussions with kidsThe survey finds that respondents are reluctant to discuss the topic before a death in the family occurs.