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
Don’t let clients be blinded by the 2013 sunset: Tax planning now
By Richard Niles, J.D.The possible tax changes with the New Year and a definite one that you should consider for your clients, regardless of who is president.
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.
September 17, 2012
Don’t Let Clients Be Blinded by the 2013 Sunset: Tax Planning NowThe possible tax changes with the New Yearand a definite onethat you should consider for your clients, regardless of who is president.
September 17, 2012
How's your cholesterol? The crowd wants to knowGetting unprofessional health advice on an online forum.