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 estate planning tasks your clients should do before 2014
By Tom NawrockiThere are many asset-protecting strategies that can be put in place at year-end. These are the ones your clients should know about.
November 26, 2013
Legacy planning for the uninsurable clientYour estate planning client doesn't qualify for life insurance. Now what?
November 20, 2013
How to target today’s senior marketBoomers are approaching retirement in their own unique way. Heres what you need to know.
November 19, 2013
How to target today’s senior marketBoomers are approaching retirement in their own unique way. Heres what you need to know.
November 18, 2013
Football concussion concerns — and the insurance product that can helpKids who play football (and other contact sports) are at increased risk for concussions ... and hefty medical bills.
November 18, 2013
Football concussion concerns — and the insurance product that can helpKids who play football (and other contact sports) are at increased risk for concussions ... and hefty medical bills.
November 14, 2013
4 specialty trusts your clients might needDo your clients want more control over how heirs spend their money? These solutions can help.