Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
The Flexible Irrevocable Trust
By By Kenneth M. Cymbal, J.D., LL.M., CLU, and Michele B. Collins, J.D.If structured correctly, an irrevocable trust can meet changing family needs without sacrificing its tax benefits.
November 14, 2011
Northern Trust: Workers Below Age 35 Lagging in DC Plan Participation RatesAccording the study, plan sponsors reported strong participation rates of 71% or higher among the majority of employees, but younger employees lagged their older counterparts.
October 30, 2011
Is Domestic Asset Protection Still Viable After Mortensen?Asset-protection planning using Domestic Asset Protection Trusts just got a whole lot riskier after the Bankruptcy Court decision in Battley v. Mortensen.
October 27, 2011
Pershing Expands Network with Comerica and New York Private TrustPershing LLC, a BNY Mellon company, announced that it has enhanced its Trust Network with the additions of Comerica Bank & Trust, NA and New York Private Trust Company.
October 27, 2011
Pershing Expands Network with Comerica and New York Private TrustPershing LLC, a BNY Mellon company, announced that it has enhanced its Trust Network with the additions of Comerica Bank & Trust, NA and New York Private Trust Company.
October 27, 2011
Pershing Augments Trust NetworkPershing LLC, a BNY Mellon company, announced Wednesday that it has enhanced its Trust Network with the additions of Comerica Bank & Trust and New York Private Trust Co. Trust Network is the open-architecture platform that enables Pershings introducing broker-dealer and independent RIA customers to offer their clients a wide...
October 13, 2011
To Get Referrals, Give ReferralsWant more referrals? Lead by example and then send out magic mail so clients and prospects know the time and effort you put in to help them.
September 13, 2011
How to build a referral-based businessWithout question, getting clients through referrals is the most powerful way to build your business, not to mention the most enjoyable.