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
Mercer Brings Its Research to Focus Financial
By Joyce HansonThe deal allows Focus Financials partner firms to tap the expertise of Mercer, one of the worlds largest investment and human resources consulting firms.
July 19, 2012
Seniors Talk About Seminar ExperienceWe recently talked with a group of seniors to get their thoughts on seminars. Read on to hear what they had to say.
July 17, 2012
Beneficial Estate Planning ClimateAmerican General Life Companies (American General) are poised to help clients, prospective clients and their advisors capitalize on the unique estate planning environment that we currently and transiently find ourselves in.
July 17, 2012
Beneficial Estate Planning ClimateAmerican General Life Companies (American General) are poised to help clients, prospective clients and their advisors capitalize on the unique estate planning environment that we currently and transiently find ourselves in.
July 16, 2012
Estate Planners: 5 New Taxes to WatchCome January, certain clients could be facing higher tax bills. Get ready now to help them cope later.
July 16, 2012
Estate Planners: 5 New Taxes to WatchCome January, certain clients could be facing higher tax bills. Get ready now to help them cope later.
July 16, 2012
Adding Values to the Boomer Estate PlanTodays 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 16, 2012
Adding Values to the Boomer Estate PlanTodays 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.