Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
100 questions to ask in an estate planning interview
By L. Paul Hood, Jr., Stephan R. LeimbergThe initial interview is critical in estate planning, both to shield against malpractice concerns and to ensure a stable and mutually beneficial client-advisor relationship.
August 21, 2014
What’s the point of having or updating your estate plan?Estate planning has less to do with taxes and more to do with making sure your wishes are known and honored.
August 14, 2014
Schorsch's RCAP Buys Girard, Nears 10,000 FAsRCS Capital moves to add Girard Securities to the expanding Cetera Financial Group of IBDs led by Larry Roth.
August 13, 2014
5 Big Life Events Driving Clients to Seek AdvicePeople who seek advice during a life-changing event can become loyal clients if you win their trust. Here are some tips for meeting their needs.
August 11, 2014
4 Ways Advisors Can Help Single Parents Plan for Retirement, CollegeSaving for retirement and a college education is a constant battle. Here are a few ways advisors can guide single-parent families.
August 07, 2014
Schorsch’s RCAP Buys Another IBD, Reports Q2 ResultsVSR Group will join RCAPs Cetera Financial group, boosting its advisor count to more than 9,200.
August 07, 2014
Want clients to trust you? You've got 0.05 secondsA new study shows trust decisions are automatically triggered by the slightest glance.
August 06, 2014
The benefits of estate-enhanced cross-purchase agreementsEach owner should have an irrevocable trust to hold personal life insurance as part of his or her personal estate planning.