Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
How Twitter can slash your client's tax bill
By William H. ByrnesAhead of Twitter's IPO, its executives are using estate planning strategies that could benefit your non-mogul clients, too.
September 16, 2013
6 trusts you should know aboutWhich trust is right for your client? Learn how the big six work during lifetime and upon death.
September 16, 2013
6 trusts you should know aboutWhich trust is right for your client? Learn how the big six work during lifetime and upon death.
August 09, 2013
Revocable vs. irrevocable: Which trust is right for your client?An irrevocable trust trades control for a whole lot of tax benefits.
August 09, 2013
Revocable Trusts vs. Irrevocable Trusts: Which Trust Is Right for Your Clients?An irrevocable trust trades control for a whole lot of tax benefits.
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.