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 Toolbox for the Blended Family...
By Staff WriterGo with cover spread in box. File #L10housedivided_checklist. Estate Planning Toolbox for the Blended Family...? The prenuptial agreement -- A prenup that separates intended ...
March 01, 2007
Rich Spouse, Poor SpouseOne 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 28, 2007
The four obstacles to making a saleYou know, there are only four obstacles between making a sale and turning somebody into a happy, satisfied client, and that person is going someplace else. It is very simple. These are the obstacles:1. They feel no need.2. They have no trust.3. They
February 22, 2007
NRP Scoops Up Ohio Broker-DealerNational Retirement Partners Inc. is in the process of acquiring Oberlin Financial Corp.NRP, Capistrano Beach, Calif., is a company that is trying to build a ...
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 ...