How the permanent estate tax will impact life insurance ownership
Post-fiscal cliff fix, Americans and their advisors need to readjust their life insurance strategies.
Beyond the estate tax: Leaving a legacy in a post fiscal cliff world
Capital transfer can help clients — even those with modest estates — pass down wealth whenever and however they’d like.
Contacting CPAs about life settlements? Do it now
Post-tax season is the best time to talk to accountants about life settlement opportunities.
Budget proposal targets estate planning tools
The Obama administration's budget proposal could put certain kinds of trusts on the chopping block.
2013: The year of the RMD tax bubble
Overall wealth may be less important than in what vehicle your client’s assets are held.
Estate planning in a post-fiscal cliff world
Though Congress settled some tax policy issues, other changes loom on the horizon.
The new 2013 taxes: The good, the bad and the ugly
How to prepare your clients for the pleasant (and not so pleasant) effects of the fiscal cliff deal and PPACA.
Twitter chat recap: Estate planning and the new estate tax law
A look at some of the highlights from our recent live Twitter chat with Phil Harriman and Davis Nelson.
A post-fiscal cliff guide to estate taxes
A look at how the fiscal cliff fix changed estate taxes — and how it can boost your business.
The road ahead for estate planning
Now that there's some certainty regarding the estate tax, your clients might want to explore these planning strategies.