Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Combine ILITs With IRA Trusts to Maximize Inherited IRA Benefits
By William H. Byrnes, Robert BloinkEstate planning for IRA assets can be complicated. An irrevocable life insurance trust with an IRA trust can provide a solution.
September 25, 2015
Now Is the Time for Charitable Lead TrustsFor clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
September 10, 2015
Trust planning for the middle market: 5 issues to considerTrusts are not used only to impose restrictions on beneficiaries, but also to reward certain behaviors.
September 10, 2015
Trust planning for the middle market: 5 issues to considerTrusts are not used only to impose restrictions on beneficiaries, but also to reward certain behaviors.
August 24, 2015
How to Save a Spousal IRA RolloverA common estate planning error can erase the tax breaks of an IRA inherited from a deceased spouse. But recent IRS rulings suggest an exception.
August 19, 2015
Trust is not always earnedWith every client, there are conflicts of interest that must be shared and addressed. Advisors need to be the planner, not the friend, especially when it comes to difficult talks about money.
August 19, 2015
Trust is not always earnedWith every client, there are conflicts of interest that must be shared and addressed. Advisors need to be the planner, not the friend, especially when it comes to difficult talks about money.
July 11, 2015
How clarity leads to trust onlineA fancy new website with all the bells and whistles is great. Just make sure you dont neglect the writing.