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
The ‘Know, Like and Trust’ Factor
By Jan VermeirenMaster these aspects of human interaction to win more referrals.
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.
March 02, 2012
Post-Election Estate Tax Fix?The consensus is that the Bush-era tax cuts will be addressed after the presidential election.
March 01, 2012
A Simple Way to Explain A Life Insurance LegacyEven seniors with modest means can pass along a gift to their heirs.