Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Bypass trust tax problems: implications and solutions
By Tom NawrockiChanges to the estate tax regulations have made much of the purpose for bypass trusts obsolete.
March 31, 2014
How to avoid the generation-skipping transfer taxThe Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.
March 23, 2014
Prospects suffering from PTRSD?Your dream clients are likely suffering from PTRSD (Post-Traumatic Recessionary Stress Disorder). What they need is someone they can trust.
March 19, 2014
Guidelines to follow when considering a trust protectorMany trustholders would benefit by establishing a trust protector, but others are better off without one.
March 19, 2014
Guidelines to follow when considering a trust protectorMany trustholders would benefit by establishing a trust protector, but others are better off without one.
February 21, 2014
5 tips to break the ice with prospectsYour new client or prospect is staring you down. How do you break the ice? Here are five tips to build rapport and bring on the thaw.
January 23, 2014
The pros and cons of separate trusts among couplesTrust can be an integral part of every marriage, but there are instances when a separate trust may make more sense.