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 most retirement gurus get wrong
By David McKnightWant to help your clients reach the zero percent tax bracket? Recommend life insurance.
September 26, 2013
How to determine the fair market value of a giftDid your client give his son a car? Gift some stock to a grandchild? Here's how to figure out what it might cost him in taxes.
September 26, 2013
How to determine the fair market value of a giftDid your client give his son a car? Gift some stock to a grandchild? Here's how to figure out what it might cost him in taxes.
September 25, 2013
Cremation: The new final-expense conversation starterMore people are opting for cremation these days, but that doesnt mean they dont need burial insurance.
September 19, 2013
The charity metrics that really matterWant to make your client's donation go further? Evaluate charities using these measures.
September 19, 2013
The charity metrics that really matterWant to make your client's donation go further? Evaluate charities using these measures.
September 18, 2013
4 Financial Planning Profiles That Determine Consumers’ Future SuccessIn something of a surprise, new research by the CFP Board and the Consumer Federation of America says about nine in 10 households are engaged in financial planning.
September 17, 2013
New Features Prompt Reassessment of Whole Life InsuranceInsurance carriers have taken steps to bring whole life products back to relevance in todays competitive environment.