The only source for a complete listing of trust firms that welcome RIAs, wealth managers & investment advisors
This 64 page special report explains what you need to know to know to gain quality trust services for your clients.
PLUS, learn the impact of the Tax Cuts and Jobs Act of 2018 on trusts and estate planning. Find out if trusts and their beneficiaries will see larger or smaller tax bills. Will the 20% deduction be allowed? And, if so what are the rules and limitations.
Download your copy of 2018 America's Most Advisor-Friendly Trust Companies to learn:
- What you need to know about favorable trust states
- How to use trusts to capture more assets and retain your clients longer
- How you and your client can benefit from a trust company relationship
- How to get started... and more!
This report is complimentary. There is no obligation.
UPDATED January 1, 2018