Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Rich Spouse, Poor Spouse
By Staff WriterOne of the tenets of estate planning for married couples with assets over $4 million is to optimize both spouses' estate tax exemptions through the...
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
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
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,...
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...
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...