Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Honesty and trustworthiness
By Brian AndersonI'm not much good at large appliance repair. While usually not a big deal in my everyday life, this makes me feel particularly vulnerable when my refrigerator or oven breaks down and we need to call in a repairman.
July 14, 2011
Ode to the Trust: 1st SonataThis article is the first in a two-part series from Mr. Shenkman outlining the necessary elements to successfully manage a trust, including life insurance trusts, to avoid litigation and ensure the smooth operation of the grantor's wishes.
July 06, 2011
The moment of truthWhen was the last time you asked for the order and your prospect told you they wanted to take it home and sleep on it? Unless you're selling mattresses, that's not the kind of response you were hoping to hear.
June 07, 2011
The great debate on ... cold calling?I didn't know cold calling was such a hot-button issue, but apparently it is. We published a piece by contributor Kelley Robertson about "The new rules of cold calling for advisors." It kicked off a firestorm of debate
June 06, 2011
Are Credit Shelter Trusts Extinct?Starting in 2011, widows and widowers can add their unused estate tax exemption of the spouse who died most recently to their own.
June 05, 2011
Are Credit Shelter Trusts Extinct?Starting in 2011, widows and widowers can add their unused estate tax exemption of the spouse who died most recently to their own.
June 04, 2011
Advisor consistency: A prime ingredient of trustThe person who manages to show up authentically day after day, week after week, month after month, and even year after year, builds a bank account of trust that will pay dividends for as long as they keep making those deposits.
May 31, 2011
Beat the competitionThese simple techniques can help you gain the trust of your clients.