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
End scene: Succession planning for our clients and ourselves
By Philip E. HarrimanProducers shouldn't sell succession planning advice that they don't follow themselves.
January 17, 2013
U.S. Trust Wealth Offering Focuses on the Young and the AgingU.S. Trust's new Family Wealth Services offerings address top concerns of HNW families: preparing the next generation for their wealth and caring for aging family members.
January 17, 2013
8 estate planning lessons from "Downton Abbey"What TV's grandest estate can teach you (and your clients) about wealth transfer, insurance and other financial matters.
January 17, 2013
8 estate planning lessons from "Downton Abbey"What TV's grandest estate can teach you (and your clients) about wealth transfer, insurance and other financial matters.
January 15, 2013
Demand Grows for Business Succession Planning as Boomers RetireThe vast majority of financial planning professionals expect growth in this field in the next five years, according to a new survey.
January 08, 2013
What the fiscal cliff compromise means for your clients' taxesFrom estate to income tax bills, a look at how the last-minute solution will impact your clients.
January 08, 2013
What the fiscal cliff compromise means for your clients' taxesFrom estate to income tax bills, a look at how the last-minute solution will impact your clients.
January 08, 2013
Defining the sales process, part 2If your prospect objects, dont despair. Ask the right questions to discover the reason.