Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
August 01, 2013
Is it too late for a fiduciary standard?The SECs problem dates back to 1999, but the DOL beat it by a full generation.
August 01, 2013
Is it too late for a fiduciary standard?The SECs problem dates back to 1999, but the DOL beat it by a full generation.
July 31, 2013
Measuring the immeasurableThere are sales metrics you can measure, and then theres everything else.
July 25, 2013
Connect, then leadNew research shows that effective leaders begin by establishing a connection.
July 24, 2013
New Tools Ease 401(k) Cost Comparison for AdvisorsLincoln Trust launched a free plan comparison tool that allows financial advisors to compare various cost components between different 401(k) plans.
July 11, 2013
Bill Miller, Legendary Fund Manager, Back on TopBill Miller, the Legg Mason fund manager who beat the S&P 500 for 15 years straight before seeing his fund massacred by the financial crisis, is proving you can't keep a good manager down, says The Wall Street Journal.
July 10, 2013
Cerulli: Bank Trust Assets Reached $2.3 Trillion in 2012Bank trust companies are doing well, but threats for RIAs linger.
June 19, 2013
Most trust donors retain control of investmentsPersonal trust assets account for one-quarter of total assets under administration at independent trust companies.
June 17, 2013
The Not-So-Irrevocable Trust: Unlocking Trust AssetsThere are many reasons a client might want to preserve an irrevocable trust, but after the fiscal cliff deal, there are equally strong reasons a client might prefer to terminate.
June 17, 2013
The not-so-irrevocable trust: Unlocking trust assetsIf plans have changed, clients can terminate a trust they no longer need.