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
10 common estate planning mistakes (and how to avoid them)
By Stephan R. LeimbergDo your clients lack liquidity? Do they have the right executor? Ask these questions annually to ensure that their financial plan is in shape.
November 06, 2013
We must embrace Dave Ramsey as an expertRamsey's advice is bad, but you shouldn't tell your clients that.
November 06, 2013
Can a Twitter Freeze Slash Your Client’s Tax Bill?Although it might seem that your clients have little in common with Twitters executives, the companys IPO documents suggest otherwise.
November 05, 2013
Why it’s time to embrace asset-based long-term care productsLife insurance and annuity hybrids are increasingly delivering the kind of coverage clients want and need.
November 05, 2013
Why it’s time to embrace asset-based long-term care productsLife insurance and annuity hybrids are increasingly delivering the kind of coverage clients want and need.
November 04, 2013
How Twitter can slash your client's tax billAhead of Twitter's IPO, its executives are using estate planning strategies that could benefit your non-mogul clients, too.
November 04, 2013
How Twitter can slash your client's tax billAhead of Twitter's IPO, its executives are using estate planning strategies that could benefit your non-mogul clients, too.