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
Lead By Example While Leaving A Legacy
By Sonja HayesA charitable lead annuity trust can be a useful tool in reducing the value of a client's taxable estate while providing financial assistance to the ...
May 06, 2007
Selling Insurance For Estate PlanningDon't be afraid of estate planning. So long as you have a good relationship with the client, then you can bring in other advisors to ...
May 06, 2007
Selling Insurance For Estate PlanningDon't be afraid of estate planning. So long as you have a good relationship with the client, then you can bring in other advisors to ...
May 01, 2007
Finding common ground can help build trustAs you'll remember from last month, we started talking about the five steps for gaining trust. The first two steps were propriety and intent statement. I believe you have already gained a clear understanding as to the importance of your overall
May 01, 2007
Responsibilities of a TrusteeIn general, a trustee will: Interpret the terms of the trust Hold the trust property Invest the assets Distribute the trust's income and/or principal to...
April 30, 2007
Finding common ground can help build trustAs you'll remember from last month, we started talking about the five steps for gaining trust. The first two steps were propriety and intent statement. I believe you have already gained a clear understanding as to the importance of your overall
April 08, 2007
Effective Wealth Transfers With Defective TrustsEstate planning can be viewed as 2 distinct but related disciplines: 1) estate distribution planning and 2) estate tax planning. Estate distribution planning--who gets what, ...
April 08, 2007
Effective Wealth Transfers With Defective TrustsEstate planning can be viewed as 2 distinct but related disciplines: 1) estate distribution planning and 2) estate tax planning. Estate distribution planning--who gets what, ...