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
Legacy planning for the uninsurable client
By Adam Sherman, Timothy HallYour estate planning client doesn't qualify for life insurance. Now what?
November 20, 2013
How to target today’s senior marketBoomers are approaching retirement in their own unique way. Heres what you need to know.
November 19, 2013
How to target today’s senior marketBoomers are approaching retirement in their own unique way. Heres what you need to know.
November 18, 2013
Football concussion concerns — and the insurance product that can helpKids who play football (and other contact sports) are at increased risk for concussions ... and hefty medical bills.
November 18, 2013
Football concussion concerns — and the insurance product that can helpKids who play football (and other contact sports) are at increased risk for concussions ... and hefty medical bills.
November 14, 2013
4 specialty trusts your clients might needDo your clients want more control over how heirs spend their money? These solutions can help.
November 14, 2013
4 specialty trusts your clients might needDo your clients want more control over how heirs spend their money? These solutions can help.
November 13, 2013
A month after the shutdown, Republicans are more trusted to govern than ObamaShutting down the government might be less damaging to your career than reforming health care.