Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Trust planning for the middle market: 5 issues to consider
By Hugh F. SmartTrusts are not used only to impose restrictions on beneficiaries, but also to reward certain behaviors.
August 19, 2015
Trust is not always earnedWith every client, there are conflicts of interest that must be shared and addressed. Advisors need to be the planner, not the friend, especially when it comes to difficult talks about money.
August 19, 2015
Trust is not always earnedWith every client, there are conflicts of interest that must be shared and addressed. Advisors need to be the planner, not the friend, especially when it comes to difficult talks about money.
July 11, 2015
How clarity leads to trust onlineA fancy new website with all the bells and whistles is great. Just make sure you dont neglect the writing.
May 04, 2015
It all comes down to trustIf you can get people to trust you, youre half way there. So how do you build trust? By being trustworthy.
April 21, 2015
Protecting windfalls: GRATs versus dynasty trustsThe basic choice comes down to whether the client wants to fund a trust for appreciating assets in the near or longer term.
April 21, 2015
Protecting windfalls: GRATs versus dynasty trustsThe basic choice comes down to whether the client wants to fund a trust for appreciating assets in the near or longer term.
April 18, 2015
Don't be a jerk: Do the right thingSure, you can go for the quick score. But having the integrity to do whats right will bring you lasting success.