Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Why family matters
By Ed McCarthy, CFP, RICPUnderstanding the role family considerations play and how to plan for a client's family circumstances can increase your value as an advisor.
April 27, 2011
National Advisors Trust Adds Envestnet UMA, Trust Officers for RIAsConference attendees get peek at new multi-custodian CRM system, AdvisorDesk, too.
April 13, 2011
Why Traditional Bank Trusts Are Not Working for Wealthy FamiliesGreycourt paper points out flaws in ‘bundled trusts’ but recommends an alternative solution.
April 01, 2011
Restoring Trust: Seven Steps to Restore ConfidenceYears ago, I attended a workshop given by Jean Houston called “The Sacred Wound of Betrayal.”
March 31, 2011
What are you selling?When I ask sales reps to boil down the entire selling process into a one-word answer, I get a wide variety of interesting responses such as "service," "education" or "consulting." Seldom do I get the answer that I'm expecting to hear: "relationship."
March 31, 2011
New Hire Roundup: U.S. Trust, Atlantic Trust Add Senior Wealth ManagersU.S. Trust and Atlantic Trust have added new hires to their ranks, bringing on senior managers from some of the most recognized names in wealth management.
March 28, 2011
It’s a Trap! How to Avoid an Estate Plan Blunder and Big Taxes‘Leave it to Beaver’ couples’ need to rewrite wills and trusts, or survivors risk much more of the estate going to the trust or taxes than was intended.
March 28, 2011
It’s a Trap! How to Avoid an Estate Plan Blunder and Big Taxes‘Leave it to Beaver’ couples’ need to rewrite wills and trusts, or survivors risk much more of the estate going to the trust or taxes than was intended.