Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Endangered trusts: Bring them up with clients now
By Tom NawrockiIf your clients could benefit from a GRAT or a dynasty trust, talk to them about it sooner rather than later.
May 20, 2013
Did portability kill the credit shelter trust?Estate tax changes have made credit shelter trusts useless ... right?
May 20, 2013
Did portability kill the credit shelter trust?Estate tax changes have made credit shelter trusts useless ... right?
April 27, 2013
5 traits of a top performerTop performing advisors tend to have these characteristics in common.
April 16, 2013
Want to know a sales secret?This one small secret can help establish your credibility.
April 01, 2013
National Advisors Trust Taps Former SEI Exec as CEOJames Combs Jr. hopes to further boost the RIA-owned trust's earnings, which have been growing in recent years.
March 26, 2013
Advisors optimistic about post-fiscal cliff environmentNearly six in 10 survey respondents say the post-cliff environment creates new opportunities for investment and tax planning.
March 25, 2013
Americans’ trust in advisors declinesIn 2012, 21 percent of Americans placed very high trust in their financial advisor versus 24 percent in 2010.