Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Restoring Trust: Seven Steps to Restore Confidence
By Olivia MellanYears ago, I attended a workshop given by Jean Houston called “The Sacred Wound of Betrayal.”
March 28, 2011
It’s a Trap! How to Avoid an Estate Plan Blunder and Big Taxes‘Leave it to Beaver’ couples’ need to rewrite wills and trusts, or survivors risk much more of the estate going to the trust or taxes than was intended.
March 28, 2011
It’s a Trap! How to Avoid an Estate Plan Blunder and Big Taxes‘Leave it to Beaver’ couples’ need to rewrite wills and trusts, or survivors risk much more of the estate going to the trust or taxes than was intended.
March 17, 2011
LTCI, family and the estate plan strategyMost insureds, including those who can afford the premiums, don't like paying for LTCI because they might not use the coverage. One way to avoid that argument is to reposition the cost by having clients view the premiums as a gift to their children.
March 15, 2011
A Wealth Transfer Strategy to Consider NowMake the lifetime gift in before the end of 2012 and more money will go to your heirs.
March 11, 2011
Tax Planning Advice: Give Multiple Ways With a Charitable Lead Annuity—Benjamin LedyardClients can fulfill wishes to give to heirs as well as charities with a Charitable Lead Annuity Trust (CLAT).
March 11, 2011
BofA Won't Extend 'Garden Leave' to Merrill AdvisorsBank of America has informed its Merrill Lynch advisors that, unlike their counterparts at U.S. Trust, they will not be asked to sign an agreement and go on reduced-pay “garden leave” if they resign, a company spokesperson confirmed Friday. Plus, the Bank of America-U.S. Trust unit hires 6 advisors from...
March 01, 2011
A Star is MadeWhen it comes to hiring junior advisors, virtually every advisor I’ve ever seen wants to hire a star: some youngster with a resume’ that will knock your—and their—stocks off.