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
Two ways to change a will ... without involving an attorney
By Tom NawrockiYour clients might be able to update their wills without the expensive legal fees.
August 27, 2013
Elder care planning: An important part of the long-term care messageYour aging clients and their children need to prepare for much more than just long-term care.
August 26, 2013
Rich or poor, we're worried about health careLegacy schmegacy. Our top estate planning concern these days is affording our medical bills.
August 20, 2013
Hybrid Firms: What Are You Getting for Your Pay Cut?"Were willing to be in the trenches with our advisors," says Stratos CEO Jeffrey Concepcion, who recently helped an advisor win a $35 million account ...
August 19, 2013
Endangered estate planning tools? At least we still have life insuranceSeveral estate planning tools are being targeted by Congress, but simple life insurance might be the best choice for your client anyway.
August 19, 2013
Endangered estate planning tools? At least we still have life insuranceSeveral estate planning tools are being targeted by Congress, but simple life insurance might be the best choice for your client anyway.