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
How to choose a reputable charity
By Tom NawrockiHelp your clients leave a legacy that won't be squandered.
June 19, 2013
Retirement savings: It’s not about the account balanceWhole life can create a more stable savings plan and help tear your clients away from the stock ticker.
June 19, 2013
Whole life vs. term: There’s a clear winner hereTerm bests whole life only when it comes to price.
June 19, 2013
Whole life vs. term: There’s a clear winner hereTerm bests whole life only when it comes to price.
June 19, 2013
Most trust donors retain control of investmentsPersonal trust assets account for one-quarter of total assets under administration at independent trust companies.
June 18, 2013
Former NASCAR racer: Did he have life insurance?Jason Leffler, who died in a sprint car accident last week, planned ... but maybe not with life insurance.
June 18, 2013
Former NASCAR racer: Did he have life insurance?Jason Leffler, who died in a sprint car accident last week, planned ... but maybe not with life insurance.
June 17, 2013
The Not-So-Irrevocable Trust: Unlocking Trust AssetsThere are many reasons a client might want to preserve an irrevocable trust, but after the fiscal cliff deal, there are equally strong reasons a client might prefer to terminate.