Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
How to best serve your clients: Reflections on a long career
By Rob Holmes CLU®, ChFC®Be conscious of your brand and hone your communication skills and packaging towards the ultimate goal of establishing trust.
February 02, 2015
US Rules World for Next 7 Years: Wilmington TrustThats not to say all is hunky-dory with the U.S. economy, as the U.S. still faces challenges with job growth and a sluggish housing market.
January 23, 2015
Raymond James Grabs $1M Rep From Morgan Stanley in MiamiMeanwhile, Lebenthal Wealth adds a manager and a branch in Michigan.
January 20, 2015
4 Steps to Get a Client—and a Prospect—to Trust YouExploring why a client or prospect may have difficulty trusting an advisor, and what you can do about it.
January 13, 2015
The little-known tax provision that every estate planner should know aboutThe 65-day rule allows some trust distributions to be made after the New Year and still apply toward 2014.
January 13, 2015
The little-known tax provision that every estate planner should know aboutThe 65-day rule allows some trust distributions to be made after the New Year and still apply toward 2014.
December 16, 2014
Up in the air: Crummey powers under Obama budget proposalPresident Obama's fiscal year 2015 budget proposal aims to curb premium contributions to trusts that hold life insurance.
December 16, 2014
Up in the air: Crummey powers under Obama budget proposalPresident Obama's fiscal year 2015 budget proposal aims to curb premium contributions to trusts that hold life insurance.