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 Handle Collectibles as Client Assets
By Ed McCarthy, CFP, RICPEstate planning pitfalls to avoid when dealing with coins, stamps and other items, from Jim Halperin of Heritage Auctions.
June 11, 2013
Your Clients and Their Children: The Problems With Joint Bank AccountsSome of your older clients might want to make their bank accounts into joint accounts with their children. Understandable, but perhaps not wise.
June 07, 2013
Millionaires’ Biggest Financial RegretIn a survey of millionaires' top money regrets, the one that overwhelmingly prevails leaves a huge opening for advisors.
June 06, 2013
10 steps for avoiding estate planning mistakesSlip-ups can happen to the best of us. Make sure your clients pay attention to these key estate planning areas.
June 03, 2013
Making estate planning a family affairGetting younger generations involved in their elders' estate plans can help ensure all bases are covered.
June 03, 2013
Making estate planning a family affairGetting younger generations involved in their elders' estate plans can help ensure all bases are covered.