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
Charitable Lead Trusts: The Overlooked Exit Strategy
By Cynthia CrinoToday's life insurance planning environment provides sophisticated techniques to help clients create, retain and transfer their wealth. Many of these concepts initially offer great tax ...
January 01, 2006
The Special Needs Trust: Overlooked And UnderutilizedLast year, much of the country joined the debate concerning Terri Schiavo and became better educated on planning issues involving special needs individuals. While the ...
December 01, 2005
The Fine PrintPrivate annuity trusts (PATs) are creating quite a buzz in the real estate, legal, and financial planning communities. To read the marketing brochures, you'd think...
November 16, 2005
Charitable Lead Trusts:Note: Go week: L47JHancock_Crino_Edited Go photo: L47JHancock_photo Go graphic: L47JHancock_graphic, pull quote File: L47JHancock_Crino_Edited.xml Lines: 143Today's life insurance planning environment provides sophisticated techniques to ...
November 01, 2005
Good to GiveTo practice charity has been considered virtuous and admirable in virtually every culture and religion since the dawn of civilization. Everyone knows, too, that it's...
October 28, 2005
Sales Ideas For Single Asset Estate PlanningComprehensive estate planning may be an important and effective exercise for many prospects and clients, but the process can be as long and arduous ...
October 27, 2005
Single Asset Estate PlanningAsset TransferAnnualLife Insurance Policy PaymentsUnder-performing assetSingle Premium Immediate Annuity Death Benefit Children or GrandchildrenIncome Stream TransferFor Owner's life For spouse's lifeOwner's IRA Spouse's IRA ...
October 27, 2005
Sales Ideas For Single Asset Estate PlanningComprehensive estate planning may be an important and effective exercise for many prospects and clients, but the process can be as long and arduous ...