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
Selling to seniors in the post-Neasham era
By Nicholas PalevedaThe verdict in the Glenn Neasham case has had a profound impact on how advisors sell annuities to their senior clients.
July 09, 2013
End-of-life care: Decisions should be made nowYour clients should start planning for the end long before they expect it to happen.
July 09, 2013
Surveys point to positive sentiment among global investorsThe second Manulife Investor Sentiment Survey points to increasing confidence in the financial future of countries such as Asia, Canada and the U.S.
July 08, 2013
FASB Proposal on Life Insurance Accounting: Are Higher Premiums Next?An FASB proposal prompts many in the industry to wonder if todays permanent life insurance premiums are as cheap as they will ever be.
July 01, 2013
Financial Planners Waste No Time After DOMA RulingHart Patterson Financial Services began calling clients immediately following the Supreme Courts decision on gay marriage.
June 28, 2013
Iain (M.) Banks (1954-2013)The Scottish novelist was a master of dark, intelligent humor.
June 27, 2013
Estate planners: Watch out for these life changesMarriages, feuds, stock market crashes... They could all leave your client with an out-of-date estate plan.
June 27, 2013
Estate planners: Watch out for these life changesMarriages, feuds, stock market crashes... They could all leave your client with an out-of-date estate plan.