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Trust & Estates
Trusts & Estates is the monthly journal for estate planning and wealth management professionals.
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National Real Estate Investor is the leading authority on commercial real estate trends.

 

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Wealth Management Top Story

Former Brokers Make Great RIAs

Jan 23, 2008 12:07 PM, By Halah Touryalai

You may have heard it’s not just small time advisors making the leap to full independence these days. Some big b/d brokers are moving too. The interesting thing is, those defecting brokers (also know as breakaway brokers) are running...

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Retirement Planning

Roth To Riches

Apr 1, 2008 12:00 PM, By Kevin McKinley

It is a delicious bit of irony that the high-income earners who usually foot a disproportionate share of the federal income-tax bill are also (by definition)...

The Baby Boomer's Inner 800-Pound Gorilla

Mar 1, 2008 12:00 PM, Christina Mucciolo

The 97.5 million viewers who tuned into this year's Super Bowl got a little dose of retirement reality from AXA Equitable Life Insurance Company, which...

Roth To The Rescue

Mar 1, 2008 12:00 PM, By Kevin McKinley

The Roth IRA turns 10 years old in 2008, and chances are that some of your clients are among the 17 million Roth IRA owners who would happily celebrate...

No Gerontology for Us, But We'll Take Some More ETFs Please

Feb 1, 2008 12:00 PM, Halah Touryalai

With 77 million baby boomers approaching retirement, advisors are surely looking for ways to win their business. One way? Financial gerontology. That's...

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College Planning

The Words Not Spoken

Dec 1, 2007 12:00 PM, By Stephen Gresham

If you are like most advisors, you usually approach client meetings in one of two ways: If the market is up, you underscore the recent growth in the client's...

Smart Dollars for College: Facts and Figures

Nov 1, 2007 12:00 PM

The next time one of your clients is passing out cigars to celebrate the birth of a baby, tell him that if he wants to educate that bouncing bundle of...

Smart Dollars For College

Nov 1, 2007 12:00 PM, By Kevin McKinley

The next time one of your clients is passing out cigars to celebrate the birth of a baby, tell him that if he wants to educate that bouncing bundle of...

College Costs: Up, Up and Away

Oct 23, 2007 2:07 PM, By John Churchill

How’s Billy’s 529 plan coming? More gloomy news for parents is good news for financial advisors: Tuition continues to rise at an inflation-topping rate, according to the annual survey by the non-profit organization, College Board. ...

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Estate Planning

Giving Odd Lots To A Good Cause

Dec 1, 2007 12:00 PM, By Kevin McKinley

Financial Advisors may discuss charitable giving with clients for the same reason that most people choose to give in the first place: It's the right thing...

In Defense Of Stan O'Neal

Dec 1, 2007 12:00 PM, By David A. Geracioti

We all know what a lousy third-quarter Merrill Lynch had it reported the worst loss in its 93-year history (a $2.3 billion net loss along with a staggering...

Art Planning, For Everyone's Sake

Dec 1, 2007 12:00 PM, By John Churchill

One would think a client's collection of 50 cars, let alone 50 Corvettes, would be hard for a team of financial advisors and estate planners to ignore....

Talking Charitable Giving with Clients

Oct 31, 2007 4:29 PM, By Kristen French

Some advisors say they feel unprepared and uncomfortable talking about charitable giving with clients. But those with experience say it’s both easy and rewarding. ...

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Tax Strategies

Roth To Riches

Apr 1, 2008 12:00 PM, By Kevin McKinley

It is a delicious bit of irony that the high-income earners who usually foot a disproportionate share of the federal income-tax bill are also (by definition)...

Roth To The Rescue

Mar 1, 2008 12:00 PM, By Kevin McKinley

The Roth IRA turns 10 years old in 2008, and chances are that some of your clients are among the 17 million Roth IRA owners who would happily celebrate...

All In The Family

Feb 1, 2008 2:43 PM, By Kevin McKinley

There are a few things you can do to help facilitate loans between a client and a family member....

Weathering The Storm With CDs

Jan 1, 2008 12:00 PM, By Kevin McKinley

A generation ago, retiring clients usually had most of their money locked up in certificates of deposit at the local bank. Simplicity, predictability,...

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Current Issue

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A FALSE SENSE OF SECURITY

May 1, 2008

Are closed-end fund preferred-auction securities safe? We consider CFPs to be the conservative's conservative security. Defaults are even rarer than failed...

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Book Review

RainmakerBecoming a Rainmaker - Getting a Downpour of Serious Money

Only a very few financial professionals who target the affluent are bringing in 10 or more new affluent relationships each year. This book shares the Mindset, Activities and Skills of the Rainmakers who consistently achieve this level of success. Click here.

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