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
Keeping an eye on the future
By Dean ZayedHave you thought about where you want your practice to be five years from now? How about what changes the industry will endure in the next five years? Nobody has a crystal ball, but there's one thing I do know for certain: We work in an industry
August 31, 2007
The trust factor, part 3: Sing like Sinatra, babyQuestion: Since the Good Life depends on possessing supreme trust, which great thinker tells us how to find it? Descarte ("To do is to be")? Voltaire ("To be is to do")? Frank Sinatra ("Do be do be do")? Answer: Ol' Blue Eyes, of course.
August 31, 2007
Keeping an eye on the futureHave you thought about where you want your practice to be five years from now? How about what changes the industry will endure in the next five years? Nobody has a crystal ball, but there's one thing I do know for certain: We work in an industry
August 01, 2007
The element of needNow that the client hopefully trusts us and our motives, we can determine his needs. We should be asking a lot of questions here. I prefer to preface my question phase: "In order to do a better job for you, may I ask you a few questions? The
July 31, 2007
The element of needNow that the client hopefully trusts us and our motives, we can determine his needs. We should be asking a lot of questions here. I prefer to preface my question phase: "In order to do a better job for you, may I ask you a few questions? The
July 27, 2007
Cutting Through the NoiseI heard an advertisement recently for a financial services firm that went something like this, "Don't work for your 401(k); let your 401(k) work for...
July 02, 2007
Wilmington Trust Closes On Bingham LeggA wealth advisory firm has expanded its footprint in New England.Wilmington Trust Corp., Wilmington, Del., has closed on previously announced plans to acquire Bingham Legg ...
July 01, 2007
The "Whole" Truth on Estate PlanningNothing beats whole life insurance for providing security and flexibility in estate planning. Perhaps that sounds like an overly broad and bold statement. But I ...