Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
The Art of Communicating with Clients
By Jane Wollman RusoffWhy butt heads with irksome clients, when instead you can negotiate conflict: much less stressful and far more effective. In his handy book, Working with Difficult...
November 30, 2009
What is the biggest selling mistake you can make?Losing a sale typically has far more to do with a failure to build trust and rapport than it does with issues of products or price.
November 11, 2009
Trust me: New alternatives to trustsAccording to Dana Shilling, if a trust is too complex, too expensive or creates tax problems, there are some alternatives to helping your client make the most of them:
November 11, 2009
Trust me: New alternatives to trustsAccording to Dana Shilling, if a trust is too complex, too expensive or creates tax problems, there are some alternatives to helping your client make the most of them:
November 09, 2009
Questions of Trusts & LimitsWealth managers and estate planning attorneys are quick to recognize the value of trusts and LLCs, but tend to overlook the serious, but less obvious, challenges of insuring such legal entities.
October 19, 2009
Credit Shelter Trusts: It's Time To Consider An AnnuityThe investment environment over the last year has been tough on everyone, including credit shelter trusts (also called B Trusts or Bypass Trusts).
October 18, 2009
Credit Shelter Trusts: It's Time To Consider An AnnuityThe investment environment over the last year has been tough on everyone, including credit shelter trusts (also called B Trusts or Bypass Trusts).