Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Flexible Strategies To Deploy In Uncertain Times
By Brian K. TitusAccording to the Tax Policy Center, as a candidate for President, Barack Obama said he would make the estate tax permanent...
October 31, 2008
Six techniques of top producers (part 1)In 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 29, 2008
New Chairman Named for Advisor Trust CompanyWilliam Hart, founder of Chicago-based Hartline Investment Corp., has been elected chairman of the board of National Advisors Trust Co., the independent trust company owned by over 130 independent financial advisory firms nationwide. He succeeds Joseph Kopczynski, an original NATCO shareholder who stepped down as chairman after 10 years, but...
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 ...
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...