Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
How to avoid the generation-skipping transfer tax
By Tax Facts OnlineThe Tax Facts experts answer questions about the generation-skipping transfer tax on payments of the proceeds of life insurance and annuity contracts.
March 19, 2014
Guidelines to follow when considering a trust protectorMany trustholders would benefit by establishing a trust protector, but others are better off without one.
March 19, 2014
Guidelines to follow when considering a trust protectorMany trustholders would benefit by establishing a trust protector, but others are better off without one.
February 21, 2014
5 tips to break the ice with prospectsYour new client or prospect is staring you down. How do you break the ice? Here are five tips to build rapport and bring on the thaw.
January 23, 2014
The pros and cons of separate trusts among couplesTrust can be an integral part of every marriage, but there are instances when a separate trust may make more sense.
November 14, 2013
4 specialty trusts your clients might needDo your clients want more control over how heirs spend their money? These solutions can help.
November 14, 2013
4 specialty trusts your clients might needDo your clients want more control over how heirs spend their money? These solutions can help.