Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
How Do You Beat a Robo-Advisor? Trust
By Ed SilversteinSuccessful financial advisors must have the trust of their clients, an MIT economist says.
September 27, 2017
How 4 Big US Banks Stack Up With CustomersJPMorgan, for one, is popular with millennials, Brand Finance reported.
September 12, 2017
Planning for the Suddenly Wealthy: Call In the SWATT TeamComing into money can be both a blessing and a curse. A team of professional advisors can help the newly wealthy avoid negative consequences.
August 28, 2017
The Hidden Risks of Holding Assets in Trusts and LLCsIf there is one thing financial advisors understand, it's the critical importance of clarity in who owns a particular securities account.
August 11, 2017
What to Do When Clients Lie"Working With Difficult People" author Raphael Lapin talks to ThinkAdvisor about how advisors can handle dishonesty from clients, co-workers and bosses.
June 13, 2017
Trust Planning with AnnuitiesHere's a tool that may help you build relationships that cross generations, and professional silos.
June 06, 2017
The Pros and Cons of AB Trust Planning: Is It Still Effective?With the increase in the estate tax exemption and the introduction of portability, your clients may be questioning their existing strategy.
June 05, 2017
Alan Alda: How Advisors Can Communicate BetterThe actor who played Capt. Hawkeye Pierce on M*A*S*H shared with ThinkAdvisor some indispensable advice for financial advisors.