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
A Star is Made
By Angie HerbersWhen it comes to hiring junior advisors, virtually every advisor I’ve ever seen wants to hire a star: some youngster with a resume’ that will knock your—and their—stocks off.
February 09, 2011
Wilmington Trust Boosts Foundation and Endowment StrategyHires F. Mackey Hughes in newly created role as MD of Endowments and Foundations.
February 07, 2011
Estate Tax Planning 101: ‘Call to Action’Estate planning 101 applies to all clients. Guiding clients to get the right counsel is an important conversation to have and another reason for clients to value wealth managers’ services.
February 03, 2011
As Super Bowl Nears, FINRA, NFL Tackle Issue of Financial Planning for PlayersWhile many players for the Pittsburgh Steelers and Green Bay Packers will be at the pinnacle of their careers this Super Bowl Sunday, they will all eventually grow old and retire, which is why FINRA and the NFL have joined in a financial planning program.
February 01, 2011
Advising the WidowWith the death of her husband, a widow’s family and friends will be steadfast in consoling her. But whom can she look to for authoritative, practical…
January 27, 2011
Advisor ethics alert: Sex, lies and salesMost salespeople have a complicated relationship with the truth. It's not hard to understand why, but most of us shy away from truth-telling. Too bad for us. It's not only misguided--it actually doesn't work.
January 27, 2011
Advisor ethics alert: Sex, lies and salesMost salespeople have a complicated relationship with the truth. It's not hard to understand why, but most of us shy away from truth-telling. Too bad for us. It's not only misguided--it actually doesn't work.
January 10, 2011
Estate Planning Attorneys Enjoyed Increased Business in 2010According to the Fourth Annual Industry Trends Survey, released Monday by WealthCounsel and Trusts & Estates magazine, 46% of estate planning attorneys saw an increase in business last year, up from 40% in 2009.