Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
‘Your baby is ugly’
By Anthony IannarinoWeak salespeople tell their clients what they want to hear. Strong salespeople tell their clients what they need to hear.
November 03, 2014
How to protect inherited IRAsNon-spousal beneficiaries cannot rollover an inherited IRA and may prefer to inherit an IRA via a trust for their benefit when asset protection is a concern.
October 30, 2014
Conventional wisdom about irrevocable trusts needs to changeIrrevocable can still be flexible. What are the best provisions to include in an irrevocable trust?
October 30, 2014
Conventional wisdom about irrevocable trusts needs to changeIrrevocable can still be flexible. What are the best provisions to include in an irrevocable trust?
October 21, 2014
Building the Modern-Day Stretch IRA: Proceed With CautionThe Supreme Courts recent finding on non-spousal inherited IRAs has generated renewed interest in how to structure the IRA as a wealth transfer vehicle.
September 30, 2014
Are You a Crummey Advisor or Just a Crummy Advisor?When it comes to passing your clients' wealth to the next generation in the most tax-efficient way, you definitely want to be a Crummey advisor.
September 13, 2014
7 ways to build trust onlineIts easy to build trust in persona direct gaze, a warm smile. And its possible to build trust online, too, if you follow these basic tips.
August 07, 2014
Want clients to trust you? You've got 0.05 secondsA new study shows trust decisions are automatically triggered by the slightest glance.