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
Heritage Planning Pt. 4: Creating a Family Story and Legacy
By Cameron ThorntonFor your consideration: the process of creating a familys living chronicle for the client and the client's familya heritage statement
January 05, 2012
Estate Planning and Other Existential Agitations (Huffington Post)Depending on what source you look at, roughly 58 to 64 percent of Americans haven't done any form of estate planning whatsoever. Debra Ollivier explores why.
January 04, 2012
Trust: Don’t Leave Home Without ItFollow these five principles to build trust in your clients and prospects.
January 04, 2012
The Flexible Irrevocable TrustIf structured correctly, an irrevocable trust can meet changing family needs without sacrificing its tax benefits.
January 04, 2012
The Flexible Irrevocable TrustIf structured correctly, an irrevocable trust can meet changing family needs without sacrificing its tax benefits.
January 02, 2012
Five Ideas for Guaranteed Returns in 2012: AnalysisBefore we embark on 2012s market roller coaster, lets consider a few investments with guaranteed results for a change.
December 31, 2011
Do you know how your advisor is compensated?I think its by commissionIm sure it is. I vaguely recall him disclosing that information to us in writing when we made our first sale with him.
December 29, 2011
An Unlikely Marriage: The New Term ULIf your clients would benefit from a low-cost, term-like product with permanent features, take a look at Term Universal Life.