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
4 specialty trusts your clients might need
By Tom NawrockiDo your clients want more control over how heirs spend their money? These solutions can help.
November 12, 2013
3 ways survivorship life can help younger clientsNo longer just for estate planning, survivorship universal life products can help with many other needs.
November 12, 2013
Democrats, Republicans join to fix trust glitchCurrent law bars people with disabilities from setting up their own special needs trusts.
November 08, 2013
Captive insurance companies and life insurance: A very bad combinationShould a captive purchase a whole life policy as part of its investment portfolio? Probably not.
November 08, 2013
Captive insurance companies and life insurance: A very bad combinationShould a captive purchase a whole life policy as part of its investment portfolio? Probably not.
November 08, 2013
4 competency planning must-dosClients of all ages need to plan ahead for medical issues that could leave them incapacitated. Here's how you can help.
November 08, 2013
4 competency planning must-dosClients of all ages need to plan ahead for medical issues that could leave them incapacitated. Here's how you can help.
November 07, 2013
10 common estate planning mistakes (and how to avoid them)Do your clients lack liquidity? Do they have the right executor? Ask these questions annually to ensure that their financial plan is in shape.