Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
A month after the shutdown, Republicans are more trusted to govern than Obama
By staff WriterShutting down the government might be less damaging to your career than reforming health care.
November 06, 2013
Can a Twitter Freeze Slash Your Client’s Tax Bill?Although it might seem that your clients have little in common with Twitters executives, the companys IPO documents suggest otherwise.
November 04, 2013
How Twitter can slash your client's tax billAhead of Twitter's IPO, its executives are using estate planning strategies that could benefit your non-mogul clients, too.
November 04, 2013
How Twitter can slash your client's tax billAhead of Twitter's IPO, its executives are using estate planning strategies that could benefit your non-mogul clients, too.
October 23, 2013
New Hire Roundup: Marvin Davis Goes to Edelman Financial ServicesAlso this week, Michele Buck was elected to the board at New York Life, and Lisa Parry Howard and Kathleen Parsons joined New York Private Trust Co.
September 16, 2013
6 trusts you should know aboutWhich trust is right for your client? Learn how the big six work during lifetime and upon death.
September 16, 2013
6 trusts you should know aboutWhich trust is right for your client? Learn how the big six work during lifetime and upon death.
August 09, 2013
Revocable vs. irrevocable: Which trust is right for your client?An irrevocable trust trades control for a whole lot of tax benefits.