Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Protecting windfalls: GRATs versus dynasty trusts
By Tom NawrockiThe basic choice comes down to whether the client wants to fund a trust for appreciating assets in the near or longer term.
March 24, 2015
Little-Known Tax Provision That Every Estate Planner Should KnowThe 65-day rule allows some trust distributions to be made after the new year and still apply toward prior tax year.
March 24, 2015
5 Clients Are Better Than 500, Says One AdvisorPerfect Client founder Anthony Lombardi updates ThinkAdvisor on his client-shrinking, profit-maximizing relationship approach.
March 19, 2015
New Hire Roundup: Wilmington Trust Adds Managers, NJ OfficeMeanwhile, U.S. Bank's Private Client Reserve added a trust relationship manager and a wealth management advisor in Los Angeles.
February 23, 2015
Align your marketing perception with realityHow do we ensure that our value proposition is heard by others in the same way we see it?
February 23, 2015
Align your marketing perception with realityHow do we ensure that our value proposition is heard by others in the same way we see it?
February 18, 2015
How to best serve your clients: Reflections on a long careerBe conscious of your brand and hone your communication skills and packaging towards the ultimate goal of establishing trust.
February 18, 2015
How to best serve your clients: Reflections on a long careerBe conscious of your brand and hone your communication skills and packaging towards the ultimate goal of establishing trust.