Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Conventional wisdom about irrevocable trusts needs to change
By Herbert K. DaroffIrrevocable can still be flexible. What are the best provisions to include in an irrevocable trust?
September 30, 2014
Are You a Crummey Advisor or Just a Crummy Advisor?When it comes to passing your clients' wealth to the next generation in the most tax-efficient way, you definitely want to be a Crummey advisor.
September 13, 2014
7 ways to build trust onlineIts easy to build trust in persona direct gaze, a warm smile. And its possible to build trust online, too, if you follow these basic tips.
August 07, 2014
Want clients to trust you? You've got 0.05 secondsA new study shows trust decisions are automatically triggered by the slightest glance.
August 06, 2014
Want Clients to Trust You? You’ve Got 0.05 SecondsA new study shows trust decisions can be automatically triggered by the slightest glance. What's an advisor to do?
July 28, 2014
Which Advisors Have Loyal Clients — and Why?Client loyalty is a key to advisors success. Here's how to keep it afloat.
June 21, 2014
Customer loyalty requires these 3 thingsIf you want to build loyal relationships with your clients, they must come to know, like and trust you. Heres how to make that happen.
June 18, 2014
Living trust scams: What to watch forReputable estate planners need to be aware of what scammers are pushing, if only to assuage the fears of their clients.