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
Cremation: The new final-expense conversation starter
By Alan BenedictMore people are opting for cremation these days, but that doesnt mean they dont need burial insurance.
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.
September 16, 2013
You Can Live Abroad, but You Can’t Shake U.S. TaxesIf youve got clients who are U.S. citizens but are living outside the country, theyre still liable for income, gift and estate taxes.
September 16, 2013
6 trusts you should know aboutWhich trust is right for your client? Learn how the big six work during lifetime and upon death.