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
Fiscal Cliff Law: Clients’ Taxes, What’s Next, and How to Plan
By William H. Byrnes, Robert BloinkAll you need to know about the American Taxpayer Relief Actboth good and badand how it will affect your clients and their planning.
December 10, 2012
How to Make Yourself Stand Out From the CompetitionCredentials are good, tools are important and your process may be your most critical offering. However, your key differentiator is starting at you in the mirror.
December 05, 2012
NAPFA’s CFP-Only Stand: A Step in the Wrong DirectionA curious move, at a curious time, for purportedly, a curious reason, that is also a slap in the face to CPAs with the PFS credential.
December 04, 2012
A promise to a friendA columnist reflects on how well a friend had planned for her passing and how everybody should do the same.
December 04, 2012
A promise to a friendA columnist reflects on how well a friend had planned for her passing and how everybody should do the same.
November 30, 2012
Estate Planning: A Proper TransferProperty can take on many forms, so being able to discuss the post-death transfer of all types of property with your clients can give you an edge as a trusted professional advisor.
November 30, 2012
6 consumers share what they want from a wealth advisorAre wealth advisors listening to their senior and boomer clients? We reached out to consumers to get their thoughts.
November 30, 2012
6 consumers share what they want from a wealth advisorAre wealth advisors listening to their senior and boomer clients? We reached out to consumers to get their thoughts.