Professional Advisor

Niche Trusts

Posted on: September 9th, 2011
Revocable Living, Irrevocable Life Insurance, Charitable Lead, and Grantor Retained Annuity – these are trust descriptors that are familiar to estate planning professionals. However, there are many less well-known types of trusts that clients may ask about or benefit from having. Some of those other types of trusts will fill an estate planning need like no other arrangement can. Some arrangements called “trusts” do not fit the traditional trust definition. Still other things called “trusts” are outright shams....

Top Income Tax Planning Ideas for 2011 and 2012

Posted on: August 25th, 2011
With the recent discussions about closing tax loopholes and increasing taxes for the “wealthy” incident to increasing the national debt limit, clients are beginning to fear that the taxes on their wealth will increase. Even without higher tax rates, wealthier Americans will pay more in taxes if allowable deductions (possibly charitable) and exemptions (probably estate tax) are lowered....

Income Tax Planning Concepts in Estate Planning

Posted on: July 7th, 2011
Estate planning sometimes has income tax effects. All advisors, therefore, should be at least aware of some basics of income tax planning to best serve their clients....

Make the Ask

Posted on: June 16th, 2011
Your estate planning clients are also prospects for charitable giving. Some clients come in, motivated to include some charitable giving in their planning. Many, though, would make charitable gifts if only asked....

The Power of Trusts

Posted on: May 26th, 2011
Estate planning is all about helping our clients achieve what they really want. What do our clients want? They have many common goals....
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