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
Adding Values to the Boomer Estate Plan
By John OliverTodays wealthy boomers want to provide financial security for their children and grandchildren, but they also want to be remembered for more than just the money they leave behind.
July 03, 2012
Tiger 21 Adds Estate Planning to Peer-to-Peer Feedback ProgramThe group's popular Portfolio Defense program will now include estate planning, philanthropy, business evaluation and risk management.
July 02, 2012
Tiger 21 Expands Peer-to-Peer Feedback ProgramTiger 21 has introduced peer-to-peer feedback programs in estate planning, philanthropy, business evaluation and risk management.
June 26, 2012
Blood & Money: Why Families Fight Over InheritanceThose clients fighting over family photo albums and Mom's jewelry are actually arguing about so much more. Here's how you can help defuse the situation.
June 26, 2012
Cornering the High-Net Worth MarketA San Diego, Calif.-based agent shares how proper training and proactive networking helped him find success in a very desirable market.
June 26, 2012
Cornering the High-Net Worth MarketA San Diego, Calif.-based agent shares how proper training and proactive networking helped him find success in a very desirable market.
June 25, 2012
Blood & Money: Why Families Fight Over InheritanceThose clients fighting over family photo albums and Mom's jewelry are actually arguing about so much more. Here's how you can help defuse the situation.
June 25, 2012
The Many Advantages of Section 79 PlansA Section 79 plan is the closest thing to a supercharged Roth IRA. So why aren't you hearing more about them?