Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Clock Is Ticking on SLAT Estate Tax Exemption
By Robert Bloink and William H. ByrnesThe tax reform law shields even super wealthy clients from the federal estate tax, but it also created a "fiscal cliff" situation, meaning that the current exemption will expire.
May 17, 2018
Pass-Through Tax Break Can Benefit Boxed-Out Service Businesses After AllTax planning strategies have already emerged to allow service business owners to reap the benefits of the 20% tax deduction for QBI.
April 09, 2018
Clients Rate Top Financial Services Firms in 6 CategoriesA new Hearts & Wallets report measures customer trust and loyalty, the intent to invest more and intent to recommend.
March 26, 2018
Advisors Have a Big Fee Disclosure Problem: CFA InstituteFee disclosure is key to client trust, but less than half of clients are satisfied with that aspect of the advisor relationship, CFA Institute finds.
March 15, 2018
The Four Steps It Takes to Build Client TrustAs in other relationships, client trust is built over time through a consistent and deliberate process
November 15, 2017
How Do You Beat a Robo-Advisor? TrustSuccessful financial advisors must have the trust of their clients, an MIT economist says.
October 20, 2017
2 Biggest Reasons Clients Trust Their AdvisorsVanguard assessed 32 skills, practices and behaviors for their effect on client trust. Interestingly, financial planning ability barely cracked the top 10.
October 05, 2017
‘Trust in the Company’ Is Top Driver of Investment Decisions: EdelmanInstitutional investors are looking for companies that take a stand politically and treat their employees and customers well, Edelman Financial Communications found.