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
Helping Clients Choose A Trustee
By Patrick A. MazorolMore financial advisors are turning to trusts to help their clients keep their assets intact and under the advisor's management umbrella.Trusts have come into wide ...
March 11, 2007
Estate Planning Toolbox for the Blended Family...Go with cover spread in box. File #L10housedivided_checklist. Estate Planning Toolbox for the Blended Family...? The prenuptial agreement -- A prenup that separates intended ...
March 10, 2007
Engineering An Estate Plan For A House DividedDeveloping an estate plan that is satisfactory to all parties is challenging enough when family members are divided over the rights to assets.
March 01, 2007
The four obstacles to making a saleYou know, there are only four obstacles between making a sale and turning somebody into a happy, satisfied client, and that person is going someplace else. It is very simple. These are the obstacles:1. They feel no need.2. They have no trust.3. They
March 01, 2007
Rich Spouse, Poor SpouseOne of the tenets of estate planning for married couples with assets over $4 million is to optimize both spouses' estate tax exemptions through the...
February 28, 2007
The four obstacles to making a saleYou know, there are only four obstacles between making a sale and turning somebody into a happy, satisfied client, and that person is going someplace else. It is very simple. These are the obstacles:1. They feel no need.2. They have no trust.3. They
February 22, 2007
NRP Scoops Up Ohio Broker-DealerNational Retirement Partners Inc. is in the process of acquiring Oberlin Financial Corp.NRP, Capistrano Beach, Calif., is a company that is trying to build a ...
February 01, 2007
It's a Matter of TrustThanks for a great article on Trust Services "The Trust Threat" (Clark at Large) in the January 2007 issue. Let me start by saying that...