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
Trusts and LLCs: Smart Ways to Transfer Wealth and Risk, but Mind the Details
By Kathleen TierneyThere are many intelligent reasons to transfer high-value assets to a trust or LLC, but theres a devil lurking in the details, specifically the insurance considerations.
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.
February 07, 2013
T3 Conference: Estate Planning for Digital Assets to Take Center StageWhat if a clients important information is all online and password protected? What happens if they die unexpectedly?
February 06, 2013
No more estate planning excusesWith a permanent estate tax law in place, clients no longer have a reason to hold off on meeting with an advisor.