Financial Planners
October 14, 2014
What incentives should my trust include to motivate my children and grandchildren?
In defense of incentive trusts. Some estate planners discourage use of incentive trusts, which require heirs to meet certain conditions. But New Jersey-based…
February 10, 2014
The tricks of advising trusts
In a recent WSJ Wealth Advisor article, Trust Clients Can Be Tricky for Advisers, Matthias Rieker reports that financial advisors need to develop…
February 5, 2014
The power of apology
In a recent article in the Journal of Financial Planning, Roy Ballentine and James Grubman, Ph.D., evaluate the best methods and paths for financial…
