Month: June 2014
June 27, 2014
AB Trusts – Do You Need to Get Rid of Yours?
Are you married and is the last time you and your spouse updated your estate plan more than a few years ago?…
June 20, 2014
What if Treating Your Children Fairly Means Unequal Inheritances?
When planning their estate, most parents express the desire to treat their children equally out of a sense of fairness. However, sometimes…
June 13, 2014
Solidifying the Adviser Relationship through Creative Trust Planning
Solidifying the Adviser Relationship through Creative Trust Planning Clients have worked hard to amass their wealth. Many have developed close ties to…
June 6, 2014
Protecting Against Financial Fraud in Charitable Giving
Americans are very generous when it comes to charitable giving. In addition, lower earners give more proportionately than higher earners. Perhaps this…
