Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
4 things to know about Alzheimer’s and estate planning
By Tom NawrockiOne possibility for clients who are starting to get concerned about Alzheimers is to create a shadow plan.
March 03, 2014
3 celebrity estate lessonsCelebrities' estate planning mistakes, all easily avoidable, have cost their heirs millions of dollars.
February 21, 2014
5 tips to break the ice with prospectsYour new client or prospect is staring you down. How do you break the ice? Here are five tips to build rapport and bring on the thaw.
February 20, 2014
Dealing with blended family issuesMost estate plans assume a simple, linear movement from generation to generation, but the reality is more complicated.
February 20, 2014
Dealing with blended family issuesMost estate plans assume a simple, linear movement from generation to generation, but the reality is more complicated.
February 14, 2014
Ringing in a new life insurance era for same-sex spousesThe Windsor decision, the IRS and DOL's rulings and ATRA have eased ownership and use of cash value policies.
February 14, 2014
Ringing in a new life insurance era for same-sex spousesThe Windsor decision, the IRS and DOL's rulings and ATRA have eased ownership and use of cash value policies.
February 10, 2014
Estate planning benefits of intra-family loansIntra-family loans allow high-net-worth parents to move assets out of their estate.