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
Countering elder financial abuse
By Walter WhiteAdvisors have an important role to play in protecting seniors from financial exploitation.
October 02, 2013
How Heritage Financial Uses Withdrawal Rates and Alts for HNW ClientsEveryone has budgetary issues, regardless of net worth, says Heritages Charles Bean. Were managing clients cash flow and spending habits regardless of portfolio size.
October 02, 2013
Preparing your clients for the digital afterlifeState legislatures nationwide are now passing digital asset laws that can help estate planners.
October 02, 2013
Preparing your clients for the digital afterlifeState legislatures nationwide are now passing digital asset laws that can help estate planners.
October 01, 2013
What Advisors Need to Know About the New Reverse Mortgage RulesGet ready to field more questions about the pros and cons of reverse mortgages and how to use them as an estate planning tool.
September 30, 2013
Preparing Your Clients for the Digital AfterlifeEstate planners have started to see more clients digital assets outlive them, and theyre now tasked with helping families manage that digital legacy.
September 30, 2013
How to avoid the transfer for value tax trapIf your client plans on gifting a life insurance policy, read this first.
September 30, 2013
How to avoid the transfer for value tax trapIf your client plans on gifting a life insurance policy, read this first.