Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Lead By Example While Leaving A Legacy
By Sonja HayesA charitable lead annuity trust can be a useful tool in reducing the value of a client's taxable estate while providing financial assistance to the ...
May 01, 2007
Finding common ground can help build trustAs you'll remember from last month, we started talking about the five steps for gaining trust. The first two steps were propriety and intent statement. I believe you have already gained a clear understanding as to the importance of your overall
May 01, 2007
Responsibilities of a TrusteeIn general, a trustee will: Interpret the terms of the trust Hold the trust property Invest the assets Distribute the trust's income and/or principal to...
April 30, 2007
Finding common ground can help build trustAs you'll remember from last month, we started talking about the five steps for gaining trust. The first two steps were propriety and intent statement. I believe you have already gained a clear understanding as to the importance of your overall
April 08, 2007
Effective Wealth Transfers With Defective TrustsEstate planning can be viewed as 2 distinct but related disciplines: 1) estate distribution planning and 2) estate tax planning. Estate distribution planning--who gets what, ...
April 08, 2007
Effective Wealth Transfers With Defective TrustsEstate planning can be viewed as 2 distinct but related disciplines: 1) estate distribution planning and 2) estate tax planning. Estate distribution planning--who gets what, ...
March 31, 2007
First steps on the road to gaining trustThe first defense is trust, which can only be overcome by gaining trust. There are really only five steps to gaining trust: propriety, intent statement, commonality, credibility and competency. We will discuss these steps over the next two months,
March 11, 2007
Helping Clients Choose A TrusteeMore financial advisors are turning to trusts to help their clients keep their assets intact and under the advisor's management umbrella.Trusts have come into wide ...