Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Build a better referral
By Paul McCordA successful referral is built on these four pillars.
May 20, 2013
Did Portability Kill the Credit Shelter Trust?Clients need to remember that avoidance of transfer taxes is not the only reason that estate planning is important; the credit shelter trust can provide many non-tax benefits.
May 20, 2013
Trust your memory? Maybe you shouldn’tForget everything you know about the brain. Done.
May 20, 2013
Did portability kill the credit shelter trust?Estate tax changes have made credit shelter trusts useless ... right?
May 20, 2013
Did portability kill the credit shelter trust?Estate tax changes have made credit shelter trusts useless ... right?
April 27, 2013
5 traits of a top performerTop performing advisors tend to have these characteristics in common.
April 16, 2013
Want to know a sales secret?This one small secret can help establish your credibility.
April 01, 2013
National Advisors Trust Taps Former SEI Exec as CEOJames Combs Jr. hopes to further boost the RIA-owned trust's earnings, which have been growing in recent years.