Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
February 16, 2016
Combine ILITs with IRA trusts to maximize inherited IRA benefitsCombining two trust vehicles can provide the compromise solution that clients are seeking when attempting to split the benefit of inherited IRA assets between generations.
February 16, 2016
Combine ILITs with IRA trusts to maximize inherited IRA benefitsCombining two trust vehicles can provide the compromise solution that clients are seeking when attempting to split the benefit of inherited IRA assets between generations.
February 16, 2016
Republicans shift attacks from Obama to each other over ScaliaCruz is running an ad questioning the kind of justice Trump might pick.
February 11, 2016
Combine ILITs With IRA Trusts to Maximize Inherited IRA BenefitsEstate planning for IRA assets can be complicated. An irrevocable life insurance trust with an IRA trust can provide a solution.
January 13, 2016
Recruiting Roundup: LPL Adds 25-Branch Bank to PlatformThe $750 million group is based in Pennsylvania and recently added a $120 million rep to its wealth operations.
October 22, 2015
How to Destroy Trust, the Very Most Important Thing in the Whole Wide WorldHere's what I learned from an employee and a friend: Correcting their word usage can shred the fabric of trust in a relationship.
September 25, 2015
Now Is the Time for Charitable Lead TrustsFor clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
September 10, 2015
Trust planning for the middle market: 5 issues to considerTrusts are not used only to impose restrictions on beneficiaries, but also to reward certain behaviors.
September 10, 2015
Trust planning for the middle market: 5 issues to considerTrusts are not used only to impose restrictions on beneficiaries, but also to reward certain behaviors.
August 24, 2015
How to Save a Spousal IRA RolloverA common estate planning error can erase the tax breaks of an IRA inherited from a deceased spouse. But recent IRS rulings suggest an exception.