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
5 tips to break the ice with prospects
By Anthony IannarinoYour 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 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.
February 10, 2014
Estate planning benefits of intra-family loansIntra-family loans allow high-net-worth parents to move assets out of their estate.
February 04, 2014
IRS Grants Reprieve for Late Portability ElectionsThe IRS has provided a limited reprieve for clients who didn't take advantage of the portability of a first-to-die spouses unused estate tax exemption.
February 04, 2014
Preparing for a conservatorshipThere are ways to mitigate the difficulties of a conservatorship or even help clients to avoid one.
February 04, 2014
Preparing for a conservatorshipThere are ways to mitigate the difficulties of a conservatorship or even help clients to avoid one.