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
Life Insurance Isn’t Just for the Young
By Phil BouvierThree reasons why retirees and pre-retirees need life insurance just as much, if not more, than young people.
December 14, 2011
Top 10 Dumbest States for Financial IQA study by the nonpartisan EBRI shows the difference in financial literacy and behavior for each state and Washington, D.C. To determine which states had the lowest financial IQ, AdvisorOne added each states ranking in the two categories and, like golf, the highest scores lost.
December 06, 2011
8 Moves Investors Should Make in 2012: Brinton EatonBrinton Eaton, a New Jersey-based wealth advisory firm, has some suggestions for investors for the coming year, starting with keeping the faith in equities and keeping a tight rein on emotions.
December 05, 2011
Heritage Planning, Pt. 2: The Future of Your Clients’ FamiliesA comprehensive solution to closing the gap in family heritage planning.
November 30, 2011
Find Your Fact FinderHaving trouble finding a good fact finder? Check out some of these samples.
November 30, 2011
Find Your Fact FinderHaving trouble finding a good fact finder? Check out some of these samples.
November 26, 2011
Can Gift-Splitting Go Wrong?Gift-splitting offers tax advantages, but IRS rules must be followed.
November 22, 2011
Pass The Turkey With A Side Of MORE Celebrity Estate Planning Stories (Forbes)Want to broach the controversial subject of estate planning over Thanksgiving dinner this week? Try using a celebrity anecdote to get family members more comfortable talking about hard decisions.