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
Independence and Trust
By Mike PattonPlease permit me to be a little reflective in this blog. Let's consider the phrase Life, Liberty, and the pursuit of Happiness. These are three...
June 03, 2007
Lead By Example While Leaving A LegacyA charitable lead annuity trust can be a useful tool in reducing the value of a client's taxable estate while providing financial assistance to the ...
June 03, 2007
Lead By Example While Leaving A LegacyA charitable lead annuity trust can be a useful tool in reducing the value of a client's taxable estate while providing financial assistance to the ...
June 02, 2007
Wealthy Boomers Using Dynasty TrustsThere are now more than 9 million millionaire households in the U.S., including families with $5 million to $25 million in net worth, the Federal Reserve reports.
May 06, 2007
Selling Insurance For Estate PlanningDon't be afraid of estate planning. So long as you have a good relationship with the client, then you can bring in other advisors to ...
May 06, 2007
Selling Insurance For Estate PlanningDon't be afraid of estate planning. So long as you have a good relationship with the client, then you can bring in other advisors to ...
May 01, 2007
Finding common ground can help build trustAs you'll remember from last month, we started talking about the five steps for gaining trust. The first two steps were propriety and intent statement. I believe you have already gained a clear understanding as to the importance of your overall
May 01, 2007
Responsibilities of a TrusteeIn general, a trustee will: Interpret the terms of the trust Hold the trust property Invest the assets Distribute the trust's income and/or principal to...