Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Advisors optimistic about post-fiscal cliff environment
By Warren S. HerschNearly six in 10 survey respondents say the post-cliff environment creates new opportunities for investment and tax planning.
March 19, 2013
JC Penniless?The retailer's poor performance offers a lesson in building, and keeping, client trust.
February 08, 2013
The (nearly) foolproof way to contact a referralNot all referral prospects are created equal, but this straightforward strategy works with every personality type.
January 29, 2013
The $5.25 Million Question: How to Protect Your HNW Clients’ ChildrenThink your HNW clients can breathe easier because of the now-permanent $5 million exemption for estate, gift, and generation-skipping transfer taxes? Think again.
January 29, 2013
The $5.25 million questionAs your affluent clients seek to make wealth transfer decisions, they may wonder how to protect children from a financial windfall.
January 29, 2013
The $5.25 million questionAs your affluent clients seek to make wealth transfer decisions, they may wonder how to protect children from a financial windfall.
January 23, 2013
LPL Trust Unit Aims to Boost Sales, HiresThe Cleveland-based Private Trust Co. has added two executives and plans to work more with independent advisors affiliated with LPL.