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
Rich Spouse, Poor Spouse
By Staff WriterOne of the tenets of estate planning for married couples with assets over $4 million is to optimize both spouses' estate tax exemptions through the...
February 01, 2007
It's a Matter of TrustThanks for a great article on Trust Services "The Trust Threat" (Clark at Large) in the January 2007 issue. Let me start by saying that...
February 01, 2007
Advisor Directed TrustsHow would you like to offer services akin to the nation's largest banks and trust companies -- with one key difference: You remain the central...
February 01, 2007
Prenups and ProtectionWhat type of "investment" can grow almost 120 times in just four years? Surprisingly, it is not the type of financial planning tool you want...
January 14, 2007
Bring Up Identity Theft With Boomers Doing Estate PlanningBaby boomers know they need to protect their identity. So they shred documents, hide passwords and guard Social Security numbers.But what many don't know, and ...
January 01, 2007
Schwab To Sell U.S. Trust UnitCharles Schwab Corp. announced November 20 that it would sell its U.S. Trust unit to Bank of America for $3.3 billion in cash in a...
January 01, 2007
The Trust ThreatRon Wiser is not a typical financial advisor. For one thing, his Kalamazoo, Michigan firm has more than $800 million under management. But more interesting,...
December 10, 2006
GMWBs Can Enhance a CRTLike most Americans, donors to charitable remainder trusts (CRTs) are concerned they may outlive their retirement nest egg. They also seek to leave a legacy ...