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
Don’t Let Clients Be Blinded by the 2013 Sunset: Tax Planning Now
By Richard Niles, J.D.The possible tax changes with the New Yearand a definite onethat you should consider for your clients, regardless of who is president.
September 06, 2012
7 U.S. Presidents Who Flopped FinanciallyBecoming president doesnt mean youre as successful with your money as with your career. AdvisorOne spotlights seven who flopped financially.
September 04, 2012
Advisors & Gen X, Pt. 1: Retirement Planning and Wealth TransfersMembers of this generation, recipients of the coming Great Generational Wealth Transfer, have some unique roadblocks when it comes to planning. Heres how you can become their valued partner.
September 03, 2012
Class is in sessionIf done the right way with the right partner, you can have a successful client education event.
September 03, 2012
What did you enjoy most about a recent seminar?My neighbor where I live loves to go to seminars. She decides whether shes going to go based on where its being held, whether its a restaurant she likes or not.
August 31, 2012
The ABCs of Life Insurance: A–ELife insurance has more than its share of industry-specific jargon, and many of the terms frequently used by agents when talking about products and strategies can be very confusing to clients. This alphabetical-themed series of slideshows is here to help.
August 30, 2012
The ABCs of Life Insurance: A–ELife insurance has more than its share of industry-specific jargon, and many of the terms frequently used by agents when talking about products and strategies can be very confusing to clients. This alphabetical-themed series of slideshows is here to help.
August 30, 2012
As Window Closes, 4 Key Points on Wealth TransfersBecause of the time required to design and implement a wealth transfer strategy, dont let clients wait until the last minute.