Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Planning for the Suddenly Wealthy: Call In the SWATT Team
By Jonathan Rikoon, Steven OlenickComing into money can be both a blessing and a curse. A team of professional advisors can help the newly wealthy avoid negative consequences.
June 13, 2017
Trust Planning with AnnuitiesHere's a tool that may help you build relationships that cross generations, and professional silos.
June 06, 2017
The Pros and Cons of AB Trust Planning: Is It Still Effective?With the increase in the estate tax exemption and the introduction of portability, your clients may be questioning their existing strategy.
June 05, 2017
Alan Alda: How Advisors Can Communicate BetterThe actor who played Capt. Hawkeye Pierce on M*A*S*H shared with ThinkAdvisor some indispensable advice for financial advisors.
May 16, 2017
Judge Weighs 'Bizarre' Contract Dispute Between Delta Retirees, InsurerThe case hinges on provisions for determining who got the rebates from the drug manufacturers.
April 07, 2017
Trusts for Difficult SituationsJust getting into advanced planning? Here's a look at how skilled practitioners can help families.
April 03, 2017
Consumers Rate Most Trustworthy Financial Firms: Hearts & WalletsHearts & Wallets released a survey that identified which financial institutions consumers were more likely to trust.