Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
The Ins and Outs of Trusts
By Gary B. Garland, J.D., CELAGrantor or non-grantor? Estate inclusion or exclusion? A look at the pros and cons of the various options available when setting up a trust.
June 24, 2012
Power Questions: Better to Ask Than to TellPower questions can help you build better business relationships.
June 24, 2012
Power Questions: Better to Ask Than to TellPower questions can help you build better business relationships.
June 22, 2012
Start Spreading the NewsGain the trust of a CPAs clients through a co-branded newsletter.
June 18, 2012
Advisors, Use This Wealth Transfer Strategy While You CanThe Obama administrations signals on whats ahead for taxes in 2013 suggests that wealth managers should take advantage of GRATs now for those clients who need an efficient wealth transfer strategy.
June 07, 2012
Seniors Want a Trusted AdvisorAccording to the latest survey, seniors are pretty clear in what they want out of an advisor and the number one thing that resonates is someone they can trust.
June 06, 2012
Survey Finds Investors Trust Financial Advisor More than Primary Doctor or AccountantA new survey finds that investors trust their financial advisors more than their primary doctor or accountant.
June 06, 2012
Survey Finds Investors Trust Financial Advisor More than Primary Doctor or AccountantA new survey finds that investors trust their financial advisors more than their primary doctor or accountant.