Advisors Facing Pent-Up Demand for Trusts are Turning to National Advisors Trust for Help
For many financial advisors who never considered legacy planning to be one of their core competencies, COVID-19 is forcing them to get up to speed.
Recent
First Bank & Trust Company Experiences Record Growth, Soaring In Rankings
First Bank & Trust Company announces improved rankings, added locations and overall organizational growth while maintaining customer-centric focus.
Choosing Between a Revocable and Irrevocable Trust for Your Client
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance.
Billionaire Investor Who Helped Launch Google is Accused of ‘Divorce Terrorism’ in Bitter Break-up
A billionaire Google founder arranged an internet site to badmouth his estranged spouse after dumping her, a courtroom is set to listen.
Judge Rejects Billionaire Phil Anschutz’s Tax Lawsuit, Reveals How Much Money He Wanted
Denver Dist. Court judge Thurs. dismissed lawsuit filed by Phil Anschutz and wife seeking nearly $8 million tax refund from Colorado Dept. Revenue.
Digital Posterity: Are Your Clients Planning For Immortality?
Like it or not, you may become practically immortal through your digital assets and you will need to plan accordingly. But what are we talking about?
How Does a Credit Shelter Trust Work?
A credit shelter trust is created after a spouse dies. Any assets are considered separate from the estate of the survivor, going straight to heirs.
