Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
A Prospect With a Plan
By Lewis SchiffEvery 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,...
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 08, 2008
Trusts May Be Good Annuity ProspectsTrusts may frequently be good prospects for annuity sales. Often with large amounts of liquid assets, trustees may seek the advantages of guarantees, tax deferral ...
June 08, 2008
Trusts May Be Good Annuity ProspectsTrusts may frequently be good prospects for annuity sales. Often with large amounts of liquid assets, trustees may seek the advantages of guarantees, tax deferral ...
June 01, 2008
Faced With A Hostile Takeover? Fight Back With A Rabbi (Trust)When a business falls under new management as a result of a merger or acquisition, its executives may well have reason to worry. Apart from ...
June 01, 2008
Faced With A Hostile Takeover? Fight Back With A Rabbi (Trust)When a business falls under new management as a result of a merger or acquisition, its executives may well have reason to worry. Apart from ...
April 10, 2008
Successful client meetingsPreparation - Reassess previous phone calls and understand the most important points that your potential client is going to address during the meeting. Listen to the client - Many insurance professionals are preoccupied about getting their own ag
April 01, 2008
Get ProtectedThe estate and gift tax reduction benefits of a qualified personal residence trust (QPRT) are widely understood. But an often overlooked QPRT benefit is the...