Asset Protection Trusts
Many wealthy clients who have an estate plan have not adequately protected their assets from the claims of potential creditors.… Read More
Premier Trust
Irrevocable Life Insurance Trust Checklist
On the surface the administration of an Irrevocable Life Insurance Trust (ILIT) looks rather simple, however, life insurance is a… Read More
The Trust Settlement Process
Collect and Review All Documents As a trustee, we will collect and review all documents including the trust document, asset… Read More
Benefits of Nevada
“If I am from a state other than Nevada, why should I have my trust administered in Nevada?” Typically, if… Read More
Trust Myths and Realities
The complexity of some trusts has fostered many myths, most arising from misinformed media portrayal and a general misunderstanding of… Read More
What is a Trust?
A trust is a legal contract that involves three main parties: a grantor, a trustee, and a beneficiary. Grantor The… Read More
10 Ways To Ramp Up Marketing
Are you spending enough time and money on marketing? A recent survey by Fidelity Custody and Clearing found that financial… Read More
Trust Situs Matters: Avoiding State Income Tax for the Client & Maximizing Assets Under Management for the Financial Advisor
By Steven J. Oshins, Esq., AEP (Distinguished) Financial planners are constantly looking for additional ways to save taxes for their… 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