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
5 Ways to Build Trust and Rapport Quickly
By John BoeIf you're working hard, but aren't consistently generating enough sales, chances are it's a matter of trust.
August 23, 2012
Custodians Offer More Trust Services to BDs and RIAsEnhancements from National Advisors, Pershing and Genworth all highlight a new custodian trend: helping advisors retain trust assets with powerful custody platforms.
August 23, 2012
Use Caution When It Comes To Backdating PoliciesTo avoid estate inclusion, the practice has developed of having the policy applied for and owned by a third party such as an ILIT. It can be done carefully.
August 23, 2012
Use Caution When It Comes To Backdating PoliciesTo avoid estate inclusion, the practice has developed of having the policy applied for and owned by a third party such as an ILIT. It can be done carefully.
August 17, 2012
The Ins and Outs of TrustsGrantor or non-grantor? Estate inclusion or exclusion? A look at the pros and cons of the various options available when setting up a trust.
August 17, 2012
The Ins and Outs of TrustsGrantor or non-grantor? Estate inclusion or exclusion? A look at the pros and cons of the various options available when setting up a trust.
August 15, 2012
Maximizing Modest LegaciesIncome, not estate, taxes are likely a bigger problem for clients who plan to leave a modest legacy. If a clients estate is tied up in an IRA, consider these steps to limit the tax blow for future beneficiaries.
August 15, 2012
Maximizing Modest LegaciesIncome, not estate, taxes are likely a bigger problem for clients who plan to leave a modest legacy. If a clients estate is tied up in an IRA, consider these steps to limit the tax blow for future beneficiaries.