Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Effective Wealth Transfers With Defective Trusts
By Bruce P. KardonEstate 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 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 ...
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 ...
March 01, 2007
The four obstacles to making a saleYou know, there are only four obstacles between making a sale and turning somebody into a happy, satisfied client, and that person is going someplace else. It is very simple. These are the obstacles:1. They feel no need.2. They have no trust.3. They
March 01, 2007
Rich Spouse, Poor SpouseOne of the tenets of estate planning for married couples with assets over $4 million is to optimize both spouses' estate tax exemptions through the...
February 28, 2007
The four obstacles to making a saleYou know, there are only four obstacles between making a sale and turning somebody into a happy, satisfied client, and that person is going someplace else. It is very simple. These are the obstacles:1. They feel no need.2. They have no trust.3. They
February 01, 2007
It's a Matter of TrustThanks for a great article on Trust Services "The Trust Threat" (Clark at Large) in the January 2007 issue. Let me start by saying that...
February 01, 2007
Advisor Directed TrustsHow would you like to offer services akin to the nation's largest banks and trust companies -- with one key difference: You remain the central...