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
No more estate planning excuses
By Philip E. HarrimanWith a permanent estate tax law in place, clients no longer have a reason to hold off on meeting with an advisor.
January 30, 2013
New Hire Roundup: CFP Board Announces Chair AppointmentsThis week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.
January 29, 2013
The $5.25 Million Question: How to Protect Your HNW Clients’ ChildrenThink your HNW clients can breathe easier because of the now-permanent $5 million exemption for estate, gift, and generation-skipping transfer taxes? Think again.
January 29, 2013
The $5.25 million questionAs your affluent clients seek to make wealth transfer decisions, they may wonder how to protect children from a financial windfall.
January 29, 2013
The $5.25 million questionAs your affluent clients seek to make wealth transfer decisions, they may wonder how to protect children from a financial windfall.
January 23, 2013
End scene: Succession planning for our clients and ourselvesProducers shouldn't sell succession planning advice that they don't follow themselves.
January 23, 2013
LPL Trust Unit Aims to Boost Sales, HiresThe Cleveland-based Private Trust Co. has added two executives and plans to work more with independent advisors affiliated with LPL.
January 23, 2013
3 trust-building strategies every advisor should useGenuineness, humor and honesty are among the most valuable virtues in the sales and consulting toolbox.