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
Estate planning is a winning ticket to referrals
By staff WriterEstate planning is an add-on service and a necessary offering for financial planners or advisors who wish to be received by the community as comprehensive service providers. Many advisors want to represent themselves as an estate planner, but do not
August 10, 2008
Market To Estate Planning Prospects NowThe future of federal estate taxes is uncertain. The $2 million current estate tax exemption is scheduled to increase in 2009, supernova in 2010, and ...
August 01, 2008
Are you referral worthy?When thinking about how to come up with more referrals from your client roster, perhaps a seemingly counterintuitive approach is the best: Stop asking clients for them and start thanking clients for the referrals they've given -- whether
August 01, 2008
Staying FlexibleOne way that inflexible trusts hamper beneficiaries is when children and grandchildren move to other states. If the trust were drafted in New York without...
August 01, 2008
A Prospect With a PlanEvery advisor has heard some version of the phrase: "I've done my planning already." The implication is that once they've endured the financial planning process,...
July 31, 2008
Are you referral worthy?When thinking about how to come up with more referrals from your client roster, perhaps a seemingly counterintuitive approach is the best: Stop asking clients for them and start thanking clients for the referrals they've given -- whether
July 06, 2008
The Details Matter In Estate PlanningFinancial professionals who have a grasp of key legal concepts affecting the senior population will be better able to serve their clientele, Cynthia Sharp told ...
July 06, 2008
The Details Matter In Estate PlanningFinancial professionals who have a grasp of key legal concepts affecting the senior population will be better able to serve their clientele, Cynthia Sharp told ...