Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
New Hire Roundup: Marvin Davis Goes to Edelman Financial Services
By Marlene Y. SatterAlso this week, Michele Buck was elected to the board at New York Life, and Lisa Parry Howard and Kathleen Parsons joined New York Private Trust Co.
August 09, 2013
Revocable vs. irrevocable: Which trust is right for your client?An irrevocable trust trades control for a whole lot of tax benefits.
August 09, 2013
Revocable Trusts vs. Irrevocable Trusts: Which Trust Is Right for Your Clients?An irrevocable trust trades control for a whole lot of tax benefits.
August 01, 2013
Is it too late for a fiduciary standard?The SECs problem dates back to 1999, but the DOL beat it by a full generation.
August 01, 2013
Is it too late for a fiduciary standard?The SECs problem dates back to 1999, but the DOL beat it by a full generation.
July 31, 2013
Measuring the immeasurableThere are sales metrics you can measure, and then theres everything else.
July 25, 2013
Connect, then leadNew research shows that effective leaders begin by establishing a connection.
July 24, 2013
New Tools Ease 401(k) Cost Comparison for AdvisorsLincoln Trust launched a free plan comparison tool that allows financial advisors to compare various cost components between different 401(k) plans.