Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Behavior Modification
By Peter McCarthy, JD, CLU, ChFCBeyond providing money for emergencies, a generation-skipping trust can be structured in ways that attempt to guide the behavior and life choices of future generations...
June 04, 2009
Intentionally Defective Trusts Have Non-Tax Benefits TooAlthough tax benefits are very important, there are many non-tax benefits as well when intentionally defective trusts are used in an irrevocable life insurance trust.
June 03, 2009
Intentionally Defective Trusts Have Non-Tax Benefits TooAlthough tax benefits are very important, there are many non-tax benefits as well when intentionally defective trusts are used in an irrevocable life insurance trust.
June 01, 2009
Turning mistrust into goldTrust in business has plummeted to a 10-year low, according to Edelman, a global PR firm.
June 01, 2009
Advisors Ask Who's Trustworthy?It seems like a pretty straightforward question. Until a year ago, we probably didn't give it much thought. Now, it seems like everyone is asking...
May 31, 2009
Turning mistrust into goldTrust in business has plummeted to a 10-year low, according to Edelman, a global PR firm.
May 13, 2009
Feds: Trust Funds Face RuinThe finances of the funds that back Medicare programs look even worse this year than they did in 2008, the Medicare trustees report.
May 04, 2009
Timing Is Right For Leveraged Wealth TransfersAdvanced planning continues to function in a tax and economic environment that places a premium on wealth transfer strategies that leverage the federal gift tax exemption...