Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
What to Do When Clients Lie
By Jane Wollman Rusoff"Working With Difficult People" author Raphael Lapin talks to ThinkAdvisor about how advisors can handle dishonesty from clients, co-workers and bosses.
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.
May 16, 2017
Judge Weighs 'Bizarre' Contract Dispute Between Delta Retirees, InsurerThe case hinges on provisions for determining who got the rebates from the drug manufacturers.
April 07, 2017
Trusts for Difficult SituationsJust getting into advanced planning? Here's a look at how skilled practitioners can help families.
April 03, 2017
Consumers Rate Most Trustworthy Financial Firms: Hearts & WalletsHearts & Wallets released a survey that identified which financial institutions consumers were more likely to trust.
March 27, 2017
Clients Regret Their Irrevocable Trusts? Try the ‘Decanting’ SolutionFor clients who regret establishing irrevocable trusts, many states now allow modifications to those trusts.
March 16, 2017
The Tax Advantages of Domestic Asset Protection TrustsThe Tax Facts experts explain what domestic asset protection trusts are and advise on how to make the most out of them.