Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Pets Can Be Beneficiaries Too
By Kara P. StapletonWhat happens to Max or Fluffy when their owner dies? The Humane Society of the United States, Humane Society Legislative Fund, and Doris Day Animal...
June 03, 2007
Lead By Example While Leaving A LegacyA 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 ...
June 02, 2007
Wealthy Boomers Using Dynasty TrustsThere are now more than 9 million millionaire households in the U.S., including families with $5 million to $25 million in net worth, the Federal Reserve reports.
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, ...