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
Now or Then?
By Mike PattonWhen the wealthy make plans to transition assets to their heirs, they must consider whether it is better to gift during their lifetime or transfer...
November 02, 2008
Estate Settlement Advice: Good Planning Builds Client LoyaltyA large percentage of adult Americans do not have a will or estate plan, potentially leaving the state to decide how their property will be ...
November 02, 2008
Estate Settlement Advice: Good Planning Builds Client LoyaltyA large percentage of adult Americans do not have a will or estate plan, potentially leaving the state to decide how their property will be ...
October 31, 2008
Six techniques of top producers (part 1)In meeting peak performers, I have noticed several common characteristics they share. Over the next few columns, I will detail a few of the traits and techniques they use to outdistance the competition, work a whole lot less, and make a whole lot
September 29, 2008
New Chairman Named for Advisor Trust CompanyWilliam Hart, founder of Chicago-based Hartline Investment Corp., has been elected chairman of the board of National Advisors Trust Co., the independent trust company owned by over 130 independent financial advisory firms nationwide. He succeeds Joseph Kopczynski, an original NATCO shareholder who stepped down as chairman after 10 years, but...
September 14, 2008
Wealthy Seek Understanding Of Sophisticated StrategiesEconomists predict that in the next generation we will see an unprecedented transfer of wealth from the senior generation to their heirs, amounting to tens ...
September 14, 2008
Wealthy Seek Understanding Of Sophisticated StrategiesEconomists predict that in the next generation we will see an unprecedented transfer of wealth from the senior generation to their heirs, amounting to tens ...
September 07, 2008
Planning For The Surviving Spouse With A QTIP TrustWhile an estate plan will often concentrate on the credit shelter trust or B trust side of an A-B trust, advisors should also give attention ...