Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Questions of Trusts & Limits
By Andrew McElweeWealth managers and estate planning attorneys are quick to recognize the value of trusts and LLCs, but tend to overlook the serious, but less obvious, challenges of insuring such legal entities.
October 18, 2009
Credit Shelter Trusts: It's Time To Consider An AnnuityThe investment environment over the last year has been tough on everyone, including credit shelter trusts (also called B Trusts or Bypass Trusts).
October 01, 2009
Economic Turmoil Planning: Taking Steps to Take ControlFailure to review, reassess and adjust planning to reflect current economic realities may serve to multiply financial hardships many times over and for years to come.
October 01, 2009
Consider TheseIn addition to thinking about using grantor retained annuity trusts (GRATs) for clients in the current atmosphere to help preserve wealth, the California Society of...
September 21, 2009
Are There Still Wealth Transfer Opportunities for Clients?The "perfect storm" resulting from reduced asset values and historically low interest rates can become very effective wealth transfer strategies.
September 01, 2009
Regaining TrustDrawing on 30 years of research and experience, Drs. Dennis and Michelle Reina of the Trust Building Institute in Stowe, Vermont, have developed an approach...
September 01, 2009
The Psychology of Advice: Betrayal of TrustIt seems sometimes that we're living in an era of betrayal. Renowned money managers, senior elected officials, and Fortune 500 corporate leaders seem to betray...
August 25, 2009
Dave WilliamsDave Williams, Senior Market Advisor's 2009 Advisor of the Year, is a $6 million producer. His firm, RDW Financial Group, is based in Brownsburg, Ind. According to Williams, "Trust and credibility are key. I've never experienced the level of