Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
May 01, 2007
Finding common ground can help build trustAs you'll remember from last month, we started talking about the five steps for gaining trust. The first two steps were propriety and intent statement. I believe you have already gained a clear understanding as to the importance of your overall
May 01, 2007
Responsibilities of a TrusteeIn general, a trustee will: Interpret the terms of the trust Hold the trust property Invest the assets Distribute the trust's income and/or principal to...
April 30, 2007
Finding common ground can help build trustAs you'll remember from last month, we started talking about the five steps for gaining trust. The first two steps were propriety and intent statement. I believe you have already gained a clear understanding as to the importance of your overall
April 08, 2007
Effective Wealth Transfers With Defective TrustsEstate planning can be viewed as 2 distinct but related disciplines: 1) estate distribution planning and 2) estate tax planning. Estate distribution planning--who gets what, ...
April 08, 2007
Effective Wealth Transfers With Defective TrustsEstate planning can be viewed as 2 distinct but related disciplines: 1) estate distribution planning and 2) estate tax planning. Estate distribution planning--who gets what, ...
March 31, 2007
First steps on the road to gaining trustThe first defense is trust, which can only be overcome by gaining trust. There are really only five steps to gaining trust: propriety, intent statement, commonality, credibility and competency. We will discuss these steps over the next two months,
March 11, 2007
Helping Clients Choose A TrusteeMore financial advisors are turning to trusts to help their clients keep their assets intact and under the advisor's management umbrella.Trusts have come into wide ...
March 11, 2007
Helping Clients Choose A TrusteeMore financial advisors are turning to trusts to help their clients keep their assets intact and under the advisor's management umbrella.Trusts have come into wide ...
March 01, 2007
The four obstacles to making a saleYou know, there are only four obstacles between making a sale and turning somebody into a happy, satisfied client, and that person is going someplace else. It is very simple. These are the obstacles:1. They feel no need.2. They have no trust.3. They
March 01, 2007
Rich Spouse, Poor SpouseOne of the tenets of estate planning for married couples with assets over $4 million is to optimize both spouses' estate tax exemptions through the...