Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Quiet Trusts Need Not Be Silent: The Delayed Notification Option
By Adrienne PentaThe option to delay notification to beneficiaries offers unique advantages, but clients should clearly understand the drawbacks of keeping a trust quiet.
May 24, 2016
9 reasons why clients might want to set up a trust in NevadaNevada has no state or corporate income tax, so income generated by a trust would never be taxed at the state level.
May 10, 2016
Eye on testamentary trusts: 7 benefits for clientsThe benefits of a testamentary trust may outweigh one notable drawback among clients for whom probate is a long way off.
February 16, 2016
Combine ILITs with IRA trusts to maximize inherited IRA benefitsCombining two trust vehicles can provide the compromise solution that clients are seeking when attempting to split the benefit of inherited IRA assets between generations.
February 16, 2016
Combine ILITs with IRA trusts to maximize inherited IRA benefitsCombining two trust vehicles can provide the compromise solution that clients are seeking when attempting to split the benefit of inherited IRA assets between generations.
February 16, 2016
Republicans shift attacks from Obama to each other over ScaliaCruz is running an ad questioning the kind of justice Trump might pick.
February 11, 2016
Combine ILITs With IRA Trusts to Maximize Inherited IRA BenefitsEstate planning for IRA assets can be complicated. An irrevocable life insurance trust with an IRA trust can provide a solution.
January 13, 2016
Recruiting Roundup: LPL Adds 25-Branch Bank to PlatformThe $750 million group is based in Pennsylvania and recently added a $120 million rep to its wealth operations.