Financial Terms Made Simple by TIAA CREF

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Glossary of Financial Terms to make understanding Wealth Management easier.

 

Accrued Interest– The amount credited to a bond or other fixed-income security between the date of the last payment and the date when the security is sold, or any intermediate date.  The buyer usually pays the seller the security’s price plus the accrued interest.

Asset Allocation– In […]

Trust Services Webinar: Dysfunction Junction: The Real Issue in Estate Planning – Family Dynamics

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So much attention is placed on tax planning and investment results, partly because they are
quantifiable and thus easier to compare. But the real purpose of the estate plan is to carry out
the wishes of the Settlor.  Regardless of the fact that few estates owe estate tax anymore, the
need for estate planning […]

He Did WHAT?!?: Ethics in the Estate Plan

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In this session on Ethics we will examine the ethical side of our role as trustee and
investment advisor to the trust.
Ethics play a major role in the life of a Fiduciary. Control of lots of money,
clients sometimes not fully aware, related parties exercising influence, and other advisors
behaving badly.

Trust Services Webinar: Austin Powers…Of Appointment: Six Rules to Encode or Decode Every Trust

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Powers of Appointment are the secret ingredient to the major advantages of irrevocable trusts
and the formula that makes them work, yet the code does not do a good job of quantifying them,
so we will do it for them. This knowledge makes it easier to decode documents, or design them
in the first place, but also […]

Trust Services Webinar: Show Me The Money: Investing for Different Types of Trusts

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In this session we will examine fiduciary investing, its common law rules, expansion or limitation
by the document, and changes under state law to glean insights into issues affecting the
investment decisions, documentation, and areas of liability. Using the Uniform Prudent Investor
Act as a guide, we will examine the thought process, considerations, documentation […]

Trust Services Webinar: Negate Probate: Settling an Estate using a Trust

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Probate is a hassle in many states, so trusts give us an alternative, more private manner in
which to distribute the assets of a decedent. In this session we will take a chronological walk
through of the estate settlement process and the critical elements of state law and document
language that need to be […]

TRO Newsletter – July 2016 Negate Probate: Settling an Estate using a Trust

Categories: TRO Newsletters|Tags: , , |

Probate is a hassle in many states, so trusts give us an alternative, more private manner in which to distribute the assets of a decedent. Here, we will take a chronological walk through of the estate settlement process and the critical elements of state law and document language that need to be addressed. Estates are […]

Trust Services Webinar: E-Trustee Harmony: How to Select the Right Trustee

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Selecting the right executor and trustee is a big decision facing everyone creating an estate
plan. Putting some thoughtful consideration into the choice can make all the difference in the
success or failure of the plan and how the beneficiaries feel about it. Choosing a trustee is often
not considered deeply enough, and here […]

Trust Services Webinar: Get Outta Here!: Getting Capital Gains out of Trusts

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Capital gains is generally taxed to the trust and not passed out with DNI. Given the current rates
of taxation and the potential tax rate differences between the trust and the beneficiary, it is time
we consider ways to shift capital gain out of the trust for significant savings opportunities.
1 Hour CE […]

Trust Webinar: Washington Wishlist – What Congress Wants

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Change is in the wind. And some of these changes could alter estate planning as we know it.
Join us to explore recent estate planning related proposals from Washington, DC. Congress
annually updates their desired changes to the current law and there are some interesting new
angles to consider. Here we will examine and […]

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