Practice

Demystifying trusts Fallback Image Decorative pattern

Industry

Demystifying trusts

Trusts are among the most effective estate planning tools. They have been a staple of estate planning in the common law world for centuries because of their unique structure and flexibility. Trusts have remained relevant because they easily adapt to various social and cultural changes. Originally created to address land ownership issues, today trusts are well suited to address significant taxation of income, complex family structures and a desire to protect vulnerable family members.

By Elaine Blades |May 1, 2011

5 min read

The female factor Fallback Image Decorative pattern

Planning and Advice

The female factor

When Sherri Hoover puts together a presentation for a group of co-ed entrepreneurs or an all-women “wine and wealth” gathering, the advice is the same: get started, get a plan.

By Terri Goveia |May 1, 2011

5 min read

Getting couples on track Fallback Image Decorative pattern

Planning and Advice

Getting couples on track

Whether fresh off their honeymoon or yoked for years, the two people in a couple are bound to differ in their financial views and goals. Your job — helping them steer through financial landmines—is not for the faint of heart.

By Gabrielle Bauer |May 1, 2011

10 min read

The impact of culture on communication Fallback Image Decorative pattern

Planning and Advice

The impact of culture on communication

Do cultural biases have an impact on the decisions your clients make about their retirement savings? “Of course,” says Chad Lewis, founder of Boston-based Intercultural Focus. Culture is something advisors need to keep in mind not only in hen developing a financial plan, but in explaining it to the client as well. Lewis was the […]

By April Scott-Clarke |April 27, 2011

3 min read