Get to Know the Optimal Basis Increase Trust
Our coverage of estate planning topics continues online. Edwin P. Morrow III, J.D., LL.M. (tax), CFP®, RFC®, explains how to increase tax efficiency with the Optimal Basis Increase Trust, which offers the benefits of a traditional AB trust design, while largely avoiding the potential basis drawbacks.
ARCHIVED RETREAT SESSION
More on Bypass Trusts
If you missed FPA Retreat 2013, you can purchase several archived sessions, including one on trust funding after the death of a spouse, presented by Mark Prendergast, CFP®, CPA, and Raymond Sheffield, LL.M. Purchase this and other FPA Retreat 2013 archived sessions at FPAnet.inreachce.com.
Planning in the Age of Uncertainty
What does it mean to deliver relevant and impactful financial planning in the 21st century? Find out in a webinar presented by Elizabeth Jetton, CFP®, where she offers ideas for how to shift your practice to stay relevant to clients. Purchase the archived session at FPAnet.inreachce.com.
3 Steps to Better Content Marketing
Financial planner and marketing expert Kristin Harad, CFP®, shares the essential steps for a content marketing game plan in a recent blog post at PracticeManagementBlog.FPAnet.org.
Advice for Sole Proprietors
In a three-minute podcast, this month’s 10 Questions interviewee Greg Friedman offers advice to sole proprietors looking to grow their practices and explains the value of a true CRM system at www.FPAnet.org/Journal/Home/PodcastPage.