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
Earning Your Clients' Trust: Simple but Not Immediate
By Mike PattonCaring for your clients can build trust over time, but you can build your business by being trustworthy.
July 06, 2016
Quiet Trusts Need Not Be Silent: The Delayed Notification OptionThe option to delay notification to beneficiaries offers unique advantages, but clients should clearly understand the drawbacks of keeping a trust quiet.
July 01, 2016
Estate, Legacy Planning Tech Startup Everplans Gets $6.4M InvestmentAn online service with more than 100 firms as clients gets Series A funding from insurance firms' VC arms.
June 24, 2016
Planning for the modern family: 3 life insurance scenariosOne option to minimize estate taxes and enhance flexibility and liquidity is through an irrevocable life insurance trust.
June 24, 2016
Planning for the modern family: 3 life insurance scenariosOne option to minimize estate taxes and enhance flexibility and liquidity is through an irrevocable life insurance trust.
June 21, 2016
The rules for revoking an irrevocable trustMany states let clients terminate a trust and transfer its assets to another trust, also known as decanting."
June 21, 2016
The rules for revoking an irrevocable trustMany states let clients terminate a trust and transfer its assets to another trust, also known as decanting."
June 20, 2016
As Clients Age, Advisors Must Serve Entire FamilyAdvance planning is critical to help clients manage cognitive decline, and a key part of that plan is the family.