Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
7 Things to Know About Irrevocable Life Insurance Trusts
By Blake HarrisIf you know, you know. If not, you'd better learn.
October 09, 2025
6 Questions to Ask About Moving Trusts to Low-Tax StatesThere’s a lot to consider when it comes to relocating the entities in order to reduce taxation.
July 28, 2025
Income Annuities Meet Irrevocable TrustsFor the wealthiest clients, this combination can help establish a stable cash flow for future generations.
July 23, 2025
7 Ways Business-Owner Clients Can Prep for Natural DisastersNearly one-third of Americans have taken no financial steps to get ready for adverse events, polling shows.
July 08, 2025
Trust That These Trusts Have Value in a Higher Rate EnvironmentBill Gates, Warren Buffett and the Waltons have used this type of arrangement, and your UHNW clients can, too.
June 18, 2025
Trust as IRA Beneficiary? Avoid These MistakesThis structrure increases the complexities already in place when IRA funds pass upon the original account owner’s death.
June 18, 2025
Trouble in Margaritaville: 7 Reasons Estate Plans Go AwryThe legal fight over Jimmy Buffett’s $275 million estate offers lessons for all of us.
May 09, 2025
Greater Need, Greater Giving Spell Greater Opportunity for AdvisorsRegistration is open for ThinkAdvisor's June 3 webcast on trends in charitable giving, donor-advised funds and foundations.