Estate Planning: Attracting Generation X & Y Clients Part Two
In part one of this series, we discussed how to attract and retain the generation X & Y children of… Read More
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Benefits of a Corporate Trustee
Life is not a dress rehearsal, which is why protecting the wealth you have accumulated over your lifetime should not… Read More
Estate Planning for Gen X and Y: Attracting and Retaining Clients
The young are getting richer. This may be happening for two reasons. First, wealthy parents are no longer waiting until… Read More
Save State Income Taxes Using a Nevada Incomplete Non-Grantor Trust
Save State Income Taxes Using a Nevada Incomplete Non-Grantor Trust Private Letter Ruling 201310002 (released March 8, 2013) is great… Read More
What is a Charitable Remainder Trust?
What is a Charitable Remainder Trust? A charitable remainder trust is an irrevocable trust used to reduce the taxable income… Read More
The 4 Benefits of a Trust Over a Will
Both wills and living trusts are legal devices that direct the transfer of assets to heirs. While both are useful… Read More
2018 America’s Most Advisor-Friendly Trust Companies
2018 America’s Most Advisor-Friendly Trust Companies The Wealth Advisor has released its top picks for the 2018 America’s Most Advisor-Friendly… Read More
What is the Difference Between a Will and a Trust?
What is the Difference Between a Will and a Trust? The two most common documents in an estate plan are… Read More
Why Use a Corporate Trustee?
Appointing your trustee is one of the most important decisions you will make when creating or updating your estate plan.… Read More
The 5 Steps to Administer a Trust
So, your friend or family member chose you to serve as successor trustee for their trust. The time has come… Read More