Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Now Is the Time for Charitable Lead Trusts
By Danielle AndrusFor clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
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.
August 19, 2015
Trust is not always earnedWith every client, there are conflicts of interest that must be shared and addressed. Advisors need to be the planner, not the friend, especially when it comes to difficult talks about money.
August 19, 2015
Trust is not always earnedWith every client, there are conflicts of interest that must be shared and addressed. Advisors need to be the planner, not the friend, especially when it comes to difficult talks about money.
July 11, 2015
How clarity leads to trust onlineA fancy new website with all the bells and whistles is great. Just make sure you dont neglect the writing.
May 04, 2015
It all comes down to trustIf you can get people to trust you, youre half way there. So how do you build trust? By being trustworthy.
April 21, 2015
Protecting windfalls: GRATs versus dynasty trustsThe basic choice comes down to whether the client wants to fund a trust for appreciating assets in the near or longer term.
April 21, 2015
Protecting windfalls: GRATs versus dynasty trustsThe basic choice comes down to whether the client wants to fund a trust for appreciating assets in the near or longer term.