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 For Your Client's Best Friend
By Warren S. HerschEstate planning is for anything but the dogs. Or so it would seem to animal owners who find the profession bereft of advisors who know ...
June 01, 2008
Faced With A Hostile Takeover? Fight Back With A Rabbi (Trust)When a business falls under new management as a result of a merger or acquisition, its executives may well have reason to worry. Apart from ...
May 11, 2008
Estate Planning For The 'Non-Traditional' CoupleSame-sex couples do not enjoy the rights afforded to heterosexual counterparts under federal law, but strategies are available to help them achieve their estate planning ...
May 11, 2008
Estate Planning For The 'Non-Traditional' CoupleSame-sex couples do not enjoy the rights afforded to heterosexual counterparts under federal law, but strategies are available to help them achieve their estate planning ...
April 10, 2008
Successful client meetingsPreparation - Reassess previous phone calls and understand the most important points that your potential client is going to address during the meeting. Listen to the client - Many insurance professionals are preoccupied about getting their own ag
April 01, 2008
Get ProtectedThe estate and gift tax reduction benefits of a qualified personal residence trust (QPRT) are widely understood. But an often overlooked QPRT benefit is the...
April 01, 2008
A Test of TrustIt seems that each passing day brings more bad economic news: a softening job market; weak retail sales; deepening bank troubles; record foreclosures; a shaky...
March 30, 2008
Tips On Creating Successful Estate Planning SeminarsWhen you hear really successful people talk about their success "in the seminar business," they seldom share the fact that seminar selling has changed. Before ...