Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
December 31, 2009
Keep your clients and get even moreIn the post-Madoff world, seniors are being clued in on the scams that might cause them to lose everything they have.
December 01, 2009
Danger & Opportunity: The Empire State's New POAEffective September 1, 2009 the New York State Power of Attorney Law (found in General Obligation Law, Article 5, Title 15 (Sections 5-1501 to 5-1514)...
November 30, 2009
What is the biggest selling mistake you can make?Losing a sale typically has far more to do with a failure to build trust and rapport than it does with issues of products or price.
November 11, 2009
Trust me: New alternatives to trustsAccording to Dana Shilling, if a trust is too complex, too expensive or creates tax problems, there are some alternatives to helping your client make the most of them:
November 11, 2009
Trust me: New alternatives to trustsAccording to Dana Shilling, if a trust is too complex, too expensive or creates tax problems, there are some alternatives to helping your client make the most of them:
November 09, 2009
Questions of Trusts & LimitsWealth managers and estate planning attorneys are quick to recognize the value of trusts and LLCs, but tend to overlook the serious, but less obvious, challenges of insuring such legal entities.
October 19, 2009
Credit Shelter Trusts: It's Time To Consider An AnnuityThe investment environment over the last year has been tough on everyone, including credit shelter trusts (also called B Trusts or Bypass Trusts).
October 18, 2009
Credit Shelter Trusts: It's Time To Consider An AnnuityThe investment environment over the last year has been tough on everyone, including credit shelter trusts (also called B Trusts or Bypass Trusts).
October 01, 2009
Economic Turmoil Planning: Taking Steps to Take ControlFailure to review, reassess and adjust planning to reflect current economic realities may serve to multiply financial hardships many times over and for years to come.