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
What LTCI can learn from life insurance
By Maria Ferrante-SchepisIt's common to urge younger people to buy life insurance. Why not LTCI, too?
October 29, 2013
How to transfer IRAs to LTC insuranceAn IRA-based annuity could help your clients boost their long-term care protection.
October 29, 2013
How to transfer IRAs to LTC insuranceAn IRA-based annuity could help your clients boost their long-term care protection.
October 24, 2013
8 ways to help widows navigate an inheritanceHere's how you can help grieving spouses make the right decisions after a loss.
October 24, 2013
8 ways to help widows navigate an inheritanceHere's how you can help grieving spouses make the right decisions after a loss.
October 23, 2013
New Hire Roundup: Marvin Davis Goes to Edelman Financial ServicesAlso this week, Michele Buck was elected to the board at New York Life, and Lisa Parry Howard and Kathleen Parsons joined New York Private Trust Co.
October 17, 2013
How one family fought the IRS on estate taxes — and wonJean Steinberg sought a way to avoid the three-year rule ... and found one.
October 17, 2013
How one family fought the IRS on estate taxes — and wonJean Steinberg sought a way to avoid the three-year rule ... and found one.