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
The road ahead for estate planning
By John McManusNow that there's some certainty regarding the estate tax, your clients might want to explore these planning strategies.
February 13, 2013
The prospecting power of the new estate taxThree estate planning pros talk about how they're using the recent estate tax change to reach out to both prospects and existing clients.
February 13, 2013
The prospecting power of the new estate taxThree estate planning pros talk about how they're using the recent estate tax change to reach out to both prospects and existing clients.
February 13, 2013
The new estate tax: What producers really thinkThree estate planning pros weigh in on the new estate tax and how it will impact their business.
February 13, 2013
The new estate tax: What producers really thinkThree estate planning pros weigh in on the new estate tax and how it will impact their business.
February 08, 2013
Buy-sell planning is the new estate planningThat hole the new estate tax left in your business? Plug it with business planning.
February 08, 2013
The (nearly) foolproof way to contact a referralNot all referral prospects are created equal, but this straightforward strategy works with every personality type.
February 07, 2013
Buy-sell planning is the new estate planningThat hole the new estate tax left in your business? Plug it with business planning.