Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
February 28, 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
February 01, 2007
It's a Matter of TrustThanks for a great article on Trust Services "The Trust Threat" (Clark at Large) in the January 2007 issue. Let me start by saying that...
February 01, 2007
Advisor Directed TrustsHow would you like to offer services akin to the nation's largest banks and trust companies -- with one key difference: You remain the central...
February 01, 2007
Prenups and ProtectionWhat type of "investment" can grow almost 120 times in just four years? Surprisingly, it is not the type of financial planning tool you want...
January 01, 2007
Schwab To Sell U.S. Trust UnitCharles Schwab Corp. announced November 20 that it would sell its U.S. Trust unit to Bank of America for $3.3 billion in cash in a...
January 01, 2007
The Trust ThreatRon Wiser is not a typical financial advisor. For one thing, his Kalamazoo, Michigan firm has more than $800 million under management. But more interesting,...
December 10, 2006
GMWBs Can Enhance a CRTLike most Americans, donors to charitable remainder trusts (CRTs) are concerned they may outlive their retirement nest egg. They also seek to leave a legacy ...
December 10, 2006
GMWBs Can Enhance a CRTLike most Americans, donors to charitable remainder trusts (CRTs) are concerned they may outlive their retirement nest egg. They also seek to leave a legacy ...
December 01, 2006
Canadian Cold Front Hits Unit TrustsThe surprise proclamation by the Canadian government that the income trust sector will lose its preferential tax status by 2011 sent shockwaves through the country's...
November 20, 2006
Schwab to Sell U.S. Trust UnitCharles Schwab Corp. announced Nov. 20 that it would sell its U.S. Trust unit to Bank of America for $3.3 billion in cash in a deal that should close in the second quarter of 2007, assuming it passes the necessary regulatory hurdles. Schwab said it would record a pre-tax gain...