Legal Arrangements Other than Marriage
Here's another look at how clients' household arrangements can affect planning strategies.
N.Y. Daily News Acquired by Tronc, Journalism's Would-Be Savior
The 'newspaper deal' involves a $100 million pension risk transfer.
Social Security Survivor Benefits: Don’t Just Survive, Maximize
The extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
3 Lessons Prince Left Agents and Advisors
The Rock and Roll Hall of Famer died a year ago, without a will.
For Estate Planning, Don’t Overlook Late Portability Elections
Fortunately, the IRS has provided relief for certain clients who have failed to make a timely portability election.
5 Uses for Life Insurance That Most People Haven't Thought Of
For your clients and prospects, your bread and butter may be as mysterious as nuclear physics.
Now in the GOP’s crosshairs on Capitol Hill: the estate tax
House bill H.R. 25 would replace the federal income, estate and gift taxes, plus the federal payroll tax, with a national sales tax.
Irrevocable trusts remain powerful in estate planning
Incorporating a flexible, irrevocable life insurance trust (ILIT) into an estate plan can produce meaningful results.
Could your client lose all in a lawsuit?
When a producer is able to garner a prospect’s asset insulation, related subjects such as estate planning, business succession and life insurance funding are more easily explored.
5 ways to go above and beyond for your clients
Updating aging estate plans and bringing other advisors to the table are two ways you can provide exceptional value to your clients.