Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
The little-known tax provision that every estate planner should know about
By Tom NawrockiThe 65-day rule allows some trust distributions to be made after the New Year and still apply toward 2014.
December 16, 2014
Up in the air: Crummey powers under Obama budget proposalPresident Obama's fiscal year 2015 budget proposal aims to curb premium contributions to trusts that hold life insurance.
December 12, 2014
Fixing an incorrectly drafted estate plan: A case studyThis case study is an important reminder that mistakes do happen in complicated transactions.
December 12, 2014
Fixing an incorrectly drafted estate plan: A case studyThis case study is an important reminder that mistakes do happen in complicated transactions.
December 10, 2014
‘Your baby is ugly’Weak salespeople tell their clients what they want to hear. Strong salespeople tell their clients what they need to hear.
November 25, 2014
What doctors and families have that advisors don’tThe CFA Institutes Bob Stammers argues that financial advice is ultimately about behavior change, which only a relationship of trust can foster.
November 24, 2014
4 Tips for Earning Credibility as a Young ProfessionalMy career in financial planning began almost a decade ago.
November 03, 2014
How to protect inherited IRAsNon-spousal beneficiaries cannot rollover an inherited IRA and may prefer to inherit an IRA via a trust for their benefit when asset protection is a concern.