Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Want Clients to Trust You? You’ve Got 0.05 Seconds
By Gil WeinreichA new study shows trust decisions can be automatically triggered by the slightest glance. What's an advisor to do?
June 18, 2014
Living trust scams: What to watch forReputable estate planners need to be aware of what scammers are pushing, if only to assuage the fears of their clients.
June 18, 2014
Living trust scams: What to watch forReputable estate planners need to be aware of what scammers are pushing, if only to assuage the fears of their clients.
May 15, 2014
How the Fed Is Eroding Society: GriceDylan Grice's worrisome view of markets highlights a slow-motion unraveling of trust inflamed by the worlds central bankers through quantitative easing.
May 06, 2014
How to Build Trust With HNW Prospects and ClientsIf your clients and prospects trust you, your advisory firm will be more successful. David Richman of Eaton Vance provided tips on how to build trust at the IMCA annual conference.
April 28, 2014
Clients, Trust and Human Behavior: Thoughts and ResourcesAn advisor's work with clients is based on trust. So what to do if a client doesnt trust you?
April 22, 2014
Tax Court Untangles NIIT Passive Activity Trap for TrustsA recent Tax Court decision paves the way for new trust planning techniques for dealing with the new 3.8% tax on investment-type income.
April 21, 2014
Court untangles investment income tax trap for trustsThe decision could prove to be just the break that trusts participating in business activities need to escape liability for the new tax on investment-type income.