Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
The great debate on ... cold calling?
By Daniel WilliamsI didn't know cold calling was such a hot-button issue, but apparently it is. We published a piece by contributor Kelley Robertson about "The new rules of cold calling for advisors." It kicked off a firestorm of debate
June 04, 2011
Advisor consistency: A prime ingredient of trustThe person who manages to show up authentically day after day, week after week, month after month, and even year after year, builds a bank account of trust that will pay dividends for as long as they keep making those deposits.
May 31, 2011
Beat the competitionThese simple techniques can help you gain the trust of your clients.
May 18, 2011
Trusts: New Cancellation-of-Debt Rules Leave Grantors on the HookIf you don’t understand the nature of your trusts, you could be on the hook for cancellation of debt (COD) income.
May 17, 2011
Advisors: Triumph in your sales career, part 1Susan is amazed at how much more successful her colleague, Michael, is. She puts much more time and effort into her work than it appears Michael does. She wonders what is missing in her approach.
May 04, 2011
What Wealth Management Professionals, Trust Officers and Estate Planners Need to Know About Trust ProtectorsSimply put, a trust protector is a person the settler appoints to ensure that the trustee carries out the settlor's wishes as set forth in the trust instrument.
May 03, 2011
What Wealth Management Professionals, Trust Officers and Estate Planners Need to Know About Trust ProtectorsSimply put, a trust protector is a person the settler appoints to ensure that the trustee carries out the settlor's wishes as set forth in the trust instrument.
May 01, 2011
Why family mattersUnderstanding the role family considerations play and how to plan for a client's family circumstances can increase your value as an advisor.