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
End-of-life care: Decisions should be made now
By Tom NawrockiYour clients should start planning for the end long before they expect it to happen.
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 They could all leave your client with an out-of-date estate plan.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 They could all leave your client with an out-of-date estate plan.
June 27, 2013
The end of DOMA: Married in the eyes of the IRSDOMA's demise will bring a lot of changes, especially when it comes to taxes.
June 27, 2013
The end of DOMA: Married in the eyes of the IRSDOMA's demise will bring a lot of changes, especially when it comes to taxes.