Home
Advisors
Partners
Education
Team
Careers
Contact Us

The Real Issue in Estate Planning: Family Dynamics

For years, too much emphasis has been placed on taxation in estate planning.

Ethics in Estate Planning

Sheri Perkins, COO Trucendent

The words ethics, fiduciary, trust and honor have become almost buzzwords in our industry – but what do they mean when practically applied to estate planning?

The Number One Mistake People Make in Their Estate Plan

Though even basic estate plans are complex and fraught with potential for error, the most common mistake is simpler – and easier to overlook – than you might think.

What Do You Do When Your Client Passes? An Advisor’s Guide to Working with Clients and Trustees

Estate Planning for the Retirement Plan

Because of their tax-deferred nature, retirement plans can be challenging to handle within an estate plan, and yet they’re often a client’s most valuable asset.

Using a Trust for Estate Settlement

A big decision within the estate planning process is whether using a will or a trust (or both) makes the most sense for your clients and their beneficiaries.

Estate Planning for the Retirement Plan

Because of their tax-deferred nature, retirement plans can be challenging to handle within an estate plan, and yet they’re often a client’s most valuable asset.

Using a Trust for Estate Settlement

A big decision within the estate planning process is whether using a will or a trust (or both) makes the most sense for your clients and their beneficiaries.

Defining the Role of a Trustee

If you’ve ever been asked to act as someone’s trustee, or if you’ve asked a friend or family member to fill the role for you, it’s important to understand exactly what this role entails.

E-Trustee Harmony: How to Select the Right Trustee

Selecting the right executor and trustee is a critical decision facing everyone creating an estate plan.

How to Help Your Clients Avoid the Pitfalls of DIY Estate Planning

Sheri Perkins, COO Trucendent

If you have clients thinking about leveraging a DIY service for estate planning instead of working with a professional estate planning attorney, walk them through these important conversation points first.

Rags to Riches to Rags: The Story of Black Millionaire Abolitionist Mary Ellen Pleasant

Mary Ellen Pleasant, African American woman and self-made millionaire, used her fortune to fight slavery, then tragically lost it because of a lack of estate planning.

What Type of Trustee is Best for Your Client’s Estate Plan?

What trustee type is best for your client’s estate? Learn about the pros and cons of giving fiduciary responsibility to one type of trustee over others.

Are you ready to ride the wealth transfer wave?

45 million US households will soon transfer $70 trillion in assets to heirs. Ride the wealth transfer wave by engaging clients in estate planning now.

Why Financial Advisors Should Recommend Corporate Trustees

Ted Marquardt

Are you encouraging wealth transfer clients to consider professional trustee services? Learn more about the benefits of choosing a corporate trustee.

Lessons from the Plans of the Rich and Famous: Music Artist Prince

Prince passed away and had no will. What happened next should be a lesson for us all.

Contact us

Define Your Legacy

Privacy Notice Terms and Conditions
© 2022 Trucendent LLC. All rights reserved.