Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
What is the biggest selling mistake you can make?
By John BoeLosing a sale typically has far more to do with a failure to build trust and rapport than it does with issues of products or price.
November 09, 2009
Questions of Trusts & LimitsWealth managers and estate planning attorneys are quick to recognize the value of trusts and LLCs, but tend to overlook the serious, but less obvious, challenges of insuring such legal entities.
October 19, 2009
Credit Shelter Trusts: It's Time To Consider An AnnuityThe investment environment over the last year has been tough on everyone, including credit shelter trusts (also called B Trusts or Bypass Trusts).
October 18, 2009
Credit Shelter Trusts: It's Time To Consider An AnnuityThe investment environment over the last year has been tough on everyone, including credit shelter trusts (also called B Trusts or Bypass Trusts).
October 01, 2009
Economic Turmoil Planning: Taking Steps to Take ControlFailure to review, reassess and adjust planning to reflect current economic realities may serve to multiply financial hardships many times over and for years to come.
October 01, 2009
Consider TheseIn addition to thinking about using grantor retained annuity trusts (GRATs) for clients in the current atmosphere to help preserve wealth, the California Society of...
September 21, 2009
Are There Still Wealth Transfer Opportunities for Clients?The "perfect storm" resulting from reduced asset values and historically low interest rates can become very effective wealth transfer strategies.