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
Letter of intent: a useful component of an estate plan
By Tom NawrockiThere are many things a Letter of Intent cannot do, and any client who issues one should be aware of them.
May 27, 2014
401(k) vs. IRA: The Real Roth Conversion QuestionMoving traditional retirement funds into a Roth account may seem like a no-brainer for many clients, but whether to use a Roth IRA or Roth 401(k) can have potentially significant repercussions.
May 15, 2014
How the Fed Is Eroding Society: GriceDylan Grice's worrisome view of markets highlights a slow-motion unraveling of trust inflamed by the worlds central bankers through quantitative easing.
May 13, 2014
Financial power of attorney: weighing the benefitsNot only can the power of attorney give the client peace of mind; it might also help you do your job more easily as well.
May 13, 2014
Financial power of attorney: weighing the benefitsNot only can the power of attorney give the client peace of mind; it might also help you do your job more easily as well.
May 09, 2014
Disaster-avoiding strategies for retirement beneficiariesThe problem: leaving an individual retirement account an IRA or a 401(k) directly to ones estate.
May 09, 2014
Disaster-avoiding strategies for retirement beneficiariesThe problem: leaving an individual retirement account an IRA or a 401(k) directly to ones estate.
May 06, 2014
How to Build Trust With HNW Prospects and ClientsIf your clients and prospects trust you, your advisory firm will be more successful. David Richman of Eaton Vance provided tips on how to build trust at the IMCA annual conference.