Niche Trusts
Marc Carlson | February 23, 2014 Revocable Living, Irrevocable Life Insurance, Charitable Lead, and Grantor Retained Annuity – these are trust descriptors that are familiar to estate [...]
Trusts Solve Client Needs and Add Value to Wealth Plans
Marc Carlson | February 14, 2014 Some think that trusts are used only for end-of-life planning. Trusts, however, are like wrenches: they come in a wide variety of shapes and sizes, each [...]
It’s Not Just Death and Taxes: Clients Need an Incapacity Plan that Works When It’s Needed
Marc Carlson | February 10, 2014 Estate planning is not only about having a plan in place to deal with what happens after a client’s death, it is also about having a plan in place to deal with [...]
Be Your Clients’ Hero: Decision Time for Income Tax Reduction as Trust Taxes Soar
Marc Carlson | February 6, 2014 Income Tax Options Run Out December 31 for Non-Grantor Trusts. Most clients and advisors have not yet caught up to the impact of soaring income tax rates on [...]
The Pension Protection Act: New Opportunities for Retirement Planning
Marc Carlson | February 2, 2014 The new Pension Protection Act of 2006 (signed into law on August 17, 2006) creates significant planning opportunities for advisors and their clients who [...]
