Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Six techniques of top producers (part 1)
By Kerry JohnsonIn meeting peak performers, I have noticed several common characteristics they share. Over the next few columns, I will detail a few of the traits and techniques they use to outdistance the competition, work a whole lot less, and make a whole lot
September 07, 2008
Planning For The Surviving Spouse With A QTIP TrustWhile an estate plan will often concentrate on the credit shelter trust or B trust side of an A-B trust, advisors should also give attention ...
August 01, 2008
Are you referral worthy?When thinking about how to come up with more referrals from your client roster, perhaps a seemingly counterintuitive approach is the best: Stop asking clients for them and start thanking clients for the referrals they've given -- whether
August 01, 2008
Staying FlexibleOne way that inflexible trusts hamper beneficiaries is when children and grandchildren move to other states. If the trust were drafted in New York without...
August 01, 2008
A Prospect With a PlanEvery advisor has heard some version of the phrase: "I've done my planning already." The implication is that once they've endured the financial planning process,...
July 31, 2008
Are you referral worthy?When thinking about how to come up with more referrals from your client roster, perhaps a seemingly counterintuitive approach is the best: Stop asking clients for them and start thanking clients for the referrals they've given -- whether
June 29, 2008
Incentive Trusts and Special Needs Planning for the 21st CenturyToday, many of our most sophisticated and focused estate planning clients are concerned not only with transmitting their estates in a tax-efficient manner but also ...
June 29, 2008
Incentive Trusts and Special Needs Planning for the 21st CenturyToday, many of our most sophisticated and focused estate planning clients are concerned not only with transmitting their estates in a tax-efficient manner but also ...