Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Fixing an incorrectly drafted estate plan: A case study
By Tom NawrockiThis case study is an important reminder that mistakes do happen in complicated transactions.
November 25, 2014
What doctors and families have that advisors don’tThe CFA Institutes Bob Stammers argues that financial advice is ultimately about behavior change, which only a relationship of trust can foster.
November 24, 2014
4 Tips for Earning Credibility as a Young ProfessionalMy career in financial planning began almost a decade ago.
November 03, 2014
How to protect inherited IRAsNon-spousal beneficiaries cannot rollover an inherited IRA and may prefer to inherit an IRA via a trust for their benefit when asset protection is a concern.
October 30, 2014
Conventional wisdom about irrevocable trusts needs to changeIrrevocable can still be flexible. What are the best provisions to include in an irrevocable trust?
October 30, 2014
Conventional wisdom about irrevocable trusts needs to changeIrrevocable can still be flexible. What are the best provisions to include in an irrevocable trust?
October 21, 2014
Building the Modern-Day Stretch IRA: Proceed With CautionThe Supreme Courts recent finding on non-spousal inherited IRAs has generated renewed interest in how to structure the IRA as a wealth transfer vehicle.
September 30, 2014
Are You a Crummey Advisor or Just a Crummy Advisor?When it comes to passing your clients' wealth to the next generation in the most tax-efficient way, you definitely want to be a Crummey advisor.