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
Could 2011 & 2012 Gifts Come Back to Bite the Grantor?
By Robert Bloink, William H. ByrnesWhat possible consequences could the new 2011 estate, gift and GST taxes have on your clients?
April 01, 2011
Religious Estate PlanningNo area of the law is more fraught with religious issues than estate planning. Martin
April 01, 2011
Restoring Trust: Seven Steps to Restore ConfidenceYears ago, I attended a workshop given by Jean Houston called “The Sacred Wound of Betrayal.”
April 01, 2011
What the tax deal means to your client's estate planRecently, President Obama made a tax deal with the Republicans to extend the Bush income tax cuts for two years. Along with the extension,
March 31, 2011
What are you selling?When I ask sales reps to boil down the entire selling process into a one-word answer, I get a wide variety of interesting responses such as "service," "education" or "consulting." Seldom do I get the answer that I'm expecting to hear: "relationship."
March 31, 2011
What the tax deal means to your client's estate planRecently, President Obama made a tax deal with the Republicans to extend the Bush income tax cuts for two years. Along with the extension,
March 31, 2011
Where There’s a Will There’s No Way, Many Americans SayIn anticipation of Rocket Lawyer’s declaration of April as "Make a Will Month," the company that "takes a TurboTax approach to legal documents" released the results of a Harris Interactive survey that reveals many Americans would rather do almost anything rather than make a will.
March 31, 2011
New Hire Roundup: U.S. Trust, Atlantic Trust Add Senior Wealth ManagersU.S. Trust and Atlantic Trust have added new hires to their ranks, bringing on senior managers from some of the most recognized names in wealth management.