Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Bill Miller, Legendary Fund Manager, Back on Top
By John SullivanBill Miller, the Legg Mason fund manager who beat the S&P 500 for 15 years straight before seeing his fund massacred by the financial crisis, is proving you can't keep a good manager down, says The Wall Street Journal.
June 17, 2013
The Not-So-Irrevocable Trust: Unlocking Trust AssetsThere are many reasons a client might want to preserve an irrevocable trust, but after the fiscal cliff deal, there are equally strong reasons a client might prefer to terminate.
June 17, 2013
The not-so-irrevocable trust: Unlocking trust assetsIf plans have changed, clients can terminate a trust they no longer need.
June 17, 2013
The not-so-irrevocable trust: Unlocking trust assetsIf plans have changed, clients can terminate a trust they no longer need.
June 13, 2013
3 trust changes you should tell your clients aboutNew tax provisions will render some trusts useful (or useless) for your estate planning clients.
June 13, 2013
3 trust changes you should tell your clients aboutNew tax provisions will render some trusts useful (or useless) for your estate planning clients.
May 28, 2013
Endangered trusts: Bring them up with clients nowIf your clients could benefit from a GRAT or a dynasty trust, talk to them about it sooner rather than later.