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
Americans’ trust in advisors declines
By Warren S. HerschIn 2012, 21 percent of Americans placed very high trust in their financial advisor versus 24 percent in 2010.
March 21, 2013
Your Client’s Brain: How to De-StressLinda Graham's techniques couple a traditional approach with knowledge of how the brain works, allowing you to use your heart to calm your brain.
March 21, 2013
Obama Budget Endangers Some Estate Planning TechniquesLoophole closure would severely reduce wealth planners arsenal.
March 19, 2013
JC Penniless?The retailer's poor performance offers a lesson in building, and keeping, client trust.
March 13, 2013
Twitter chat recap: Estate planning and the new estate tax lawA look at some of the highlights from our recent live Twitter chat with Phil Harriman and Davis Nelson.
March 13, 2013
Twitter chat recap: Estate planning and the new estate tax lawA look at some of the highlights from our recent live Twitter chat with Phil Harriman and Davis Nelson.