Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Trust (services) key to RIA success
By John SullivanThe argument for registered investment advisors to offer trust services to their clients is compelling. According to a new white paper from Charles Schwab Institutional,...
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...
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