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
Tom Rowan Breaks Down the Mystique of Estate Planning
By Ed McCarthy, CFP, RICPThree questions with a longtime estate planning pro.
March 08, 2012
The ‘Know, Like and Trust’ FactorMaster these aspects of human interaction to win more referrals.
March 08, 2012
Top 20 Colleges in Fundraising: Who’s Best at Tapping Alumni?U.S. colleges raised $30.3 billion in 2011, an increase of 8.2% over a year earlier, according to the annual Voluntary Support of Education survey by the Council for Aid to Education.
March 07, 2012
Two Tax Mistakes to Avoid With Clients: Tax Expert ShenkmanShenkman warns that wait and see will become wait and pay if advisors and their clients continue to do nothing.
March 07, 2012
Creating an Estate Planning Dream TeamTeaming up with an attorney and an accountant can help your estate planning practice but be careful when it comes to selecting partners.
March 07, 2012
Creating an Estate Planning Dream TeamTeaming up with an attorney and an accountant can help your estate planning practice but be careful when it comes to selecting partners.
March 02, 2012
A Simple Way to Explain A Life Insurance LegacyEven seniors with modest means can pass along a gift to their heirs.
March 02, 2012
Post-Election Estate Tax Fix?The consensus is that the Bush-era tax cuts will be addressed after the presidential election.