Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Schwab to Sell U.S. Trust Unit
By Staff WriterCharles Schwab Corp. announced Nov. 20 that it would sell its U.S. Trust unit to Bank of America for $3.3 billion in cash in a deal that should close in the second quarter of 2007, assuming it passes the necessary regulatory hurdles. Schwab said it would record a pre-tax gain...
August 08, 2006
Techniques for Cutting OffWhen an intended beneficiary of estate assets is no longer in good graces with the owner of the assets, a simple stroke of the pen ...
July 30, 2006
Brokers Play A Pivotal Role In Trust PlanningSeveral years ago, my husband was deployed with his National Guard Reserve unit to Kosovo for a year and a half, leaving me to oversee ...
July 01, 2006
Transfer Time, Part 2This second installment continues to review the strategies that are used by planners to assist their clients in conserving the wealth they have accumulated in...
June 27, 2006
Trading Currency on the NYSERydex launches exchange traded products tracking currency movements
June 01, 2006
Leveraging MarriageGavin Morrissey, advanced planning consultant to Commonwealth Financial in San Diego, notes that one excellent use for life insurance in estate planning is within a...
June 01, 2006
Transfer Time, Part 1One of the significant issues that will be faced by retiring baby boomers is how to keep their accumulated wealth within their families. Such clients...
May 01, 2006
Building the trusted advisorWhen he started in the sales profession a couple decades ago, Bill Bachrach was part of the paradigm of the time - selling products to clients and then looking for more clients. He decided something was missing. When he realized trust was the