Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
10 Things Advisors Should Know About Grantor Trusts
By Tom NawrockiGrantor trusts can help clients reduce estate taxes and keep their estate out of probate. Just keep these things in mind.
January 04, 2022
Hightower Buys $1.7B TC Wealth PartnersThe deal includes the Trust Company of Illinois, which does trust and estate planning, administration and retirement plan services.
December 15, 2021
What to Do When Your Married Clients Can't Agree on Retirement PlanningHere's how to advise couples who don't agree about money matters like retirement timing, Social Security claiming and risk tolerance.
November 23, 2021
How Trustees Can Protect Themselves Against Beneficiary ClaimsCheck the document fine print and get liability insurance as any lawsuit would hit trustee personally.
November 02, 2021
How to Survive the Last-Minute Tax RushPotential changes in tax laws mean clients might hurry to make changes before end of the year. Be ready.
October 25, 2021
Improving Your Brand Could Help in Washington: Finseca CEOOne possible beneficiary: Efforts to keep the federal government from taxing life insurance.
October 15, 2021
Is Setting Up a Trust in South Dakota Really Worth It?For those with only a few zeroes in their fortunes, it might not be worth the hassle.
October 13, 2021
Debate: Should Congress Tighten Tax Rules on Grantor Trusts?Under the Democrats' tax plan, assets transferred to a grantor trust would be included in the grantor's estate for estate tax purposes.