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
Second home questions to guide the client’s thinking
By Tom NawrockiEstate planning tactics that clients employ can mitigate to a great extent the cost of owning a vacation home.
January 28, 2014
NFL Players’ 6 Biggest Estate Planning MistakesThey may be living out their childhood dreams, but professional football players can find themselves in a financial nightmare if they're not careful.
January 27, 2014
The 6 biggest estate planning mistakes NFL players makeThey may be living out their childhood dreams, but professional football players can find themselves in a financial nightmare if they're not careful.
January 24, 2014
12 more estate planning tax facts you need to knowYour clients have questions and now you have answers.
January 24, 2014
12 more estate planning tax facts you need to knowYour clients have questions and now you have answers.
January 23, 2014
The pros and cons of separate trusts among couplesTrust can be an integral part of every marriage, but there are instances when a separate trust may make more sense.
January 06, 2014
Divorce Planner’s Novel Approach Leads to Lucrative BusinessThe overwhelming majority of divorcing clients Justin Reckers assists end up on his wealth management platform post-divorce.
December 20, 2013
Popular IRAs, Annuities Have DownsidesA CPA, wealth manager and lawyer share tips for investors on these common investment vehicles.