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
Want to know a sales secret?
By Kelley RobertsonThis one small secret can help establish your credibility.
April 10, 2013
Critics Slam Obama Budget Over Entitlement Cuts, Retirement Savings CapPresident Obama called his just-released budget a fiscally responsible blueprint for middle-class jobs and growth, but critics derided it for cutting Social Security and Medicare and capping retirement savings.
April 10, 2013
No estate plan? 3 reasons your clients' children are at riskParents who fail to plan are leaving their children's future to chance.
April 10, 2013
No estate plan? 3 reasons your clients' children are at riskParents who fail to plan are leaving their children's future to chance.
April 09, 2013
Estate Planning in the Age of ObamaWith some common estate planning tools in the administration's budget crosshairs, how to fine tune your clients strategies.
April 08, 2013
Budget proposal targets estate planning toolsThe Obama administration's budget proposal could put certain kinds of trusts on the chopping block.
April 08, 2013
Budget proposal targets estate planning toolsThe Obama administration's budget proposal could put certain kinds of trusts on the chopping block.
April 03, 2013
10 estate planning tax facts you need to knowWe've got the answers to some of your toughest estate planning tax questions.