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
T3 Conference: Estate Planning for Digital Assets to Take Center Stage
By John SullivanWhat if a clients important information is all online and password protected? What happens if they die unexpectedly?
January 30, 2013
New Hire Roundup: CFP Board Announces Chair AppointmentsThis week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.
January 29, 2013
The $5.25 Million Question: How to Protect Your HNW Clients’ ChildrenThink your HNW clients can breathe easier because of the now-permanent $5 million exemption for estate, gift, and generation-skipping transfer taxes? Think again.
January 29, 2013
The $5.25 million questionAs your affluent clients seek to make wealth transfer decisions, they may wonder how to protect children from a financial windfall.
January 29, 2013
The $5.25 million questionAs your affluent clients seek to make wealth transfer decisions, they may wonder how to protect children from a financial windfall.
January 23, 2013
End scene: Succession planning for our clients and ourselvesProducers shouldn't sell succession planning advice that they don't follow themselves.