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
Building the trusted advisor
By Mike WerlingWhen 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
April 30, 2006
The Zero Estate Tax StrategyI once joined a meeting between a financial advisor and a client who had a $100 million estate. The advisor was sounding the alarm bell ...
April 20, 2006
Pru Publishes Estate Planning ToolkitPrudential Financial Inc. has developed a CD aimed at producers interested in estate planning issues.The CD includes discussions of topics such as transfer tax strategies ...
April 20, 2006
Pru Publishes Estate Planning ToolkitPrudential Financial Inc. has developed a CD aimed at producers interested in estate planning issues.The CD includes discussions of topics such as transfer tax strategies ...
April 08, 2006
Planning For Those With Special NeedsBuying investment properties for clients or deciding whether they can go vacationing with a friend in Florida is not normally considered part of the job description of the financial advisor.
April 02, 2006
How SVUL Hybrids Offset Estate Planning RisksClients intending to leave a legacy to children and grandchildren have a need for estate planning. They want to avoid the bite of estate taxes ...
April 02, 2006
How SVUL Hybrids Offset Estate Planning RisksClients intending to leave a legacy to children and grandchildren have a need for estate planning. They want to avoid the bite of estate taxes ...
February 01, 2006
THE GLUCK REPORT, Part II:On Being a LeaderHave you ever seen your one of your managers--a grown man--cry after your staff tells him he is a leader and urges him to stop...