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
The Ticking Estate Tax Time Bomb: Less Than 90 Days of Planning Remain
By Robert Bloink, William H. ByrnesFor your clients who have been playing the wait-and-see game in estate planning this year, the time for waiting is over.
October 09, 2012
Lovell Minnick Acquires Kanaly TrustThe Kanaly family and members of the senior management team of Kanaly Trust will retain a material investment in the firm founded 35 years ago by E. Deane Kanaly.
October 07, 2012
Everyone makes mistakesMade a mistake? Admitting it could make you appear more trustworthy.
October 03, 2012
It's your questions that make the saleTrust develops between customer and salesperson when the salesperson asks the right questions.
September 26, 2012
Letter to an exBreakups are hard on couples, and on their estate plans. Here, in letter form, is a sample of what your divorced clients should discuss with their exes.
September 25, 2012
Letter to an exBreakups are hard on couples, and on their estate plans. Here, in letter form, is a sample of what your divorced clients should discuss with their exes.
September 25, 2012
5 reasons your prospects don’t trust youIs your prospect wary of you? Heres why.
September 20, 2012
Why Risk Parity Matters Now More Than EverA longer view of how equity and bond markets perform provides a compelling argument for targeting a consistent level of portfolio volatility.