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
How to target millennials with life insurance marketing
By Kim BrumbaughWhen done well, working with younger generations of clients can be a win-win for everyone.
September 14, 2016
Pre-election estate and life insurance planningWith just under two months until Election Day 2016, its worth considering how each candidates proposals could affect your clients estate plans.
September 14, 2016
Pre-election estate and life insurance planningWith just under two months until Election Day 2016, its worth considering how each candidates proposals could affect your clients estate plans.
September 14, 2016
GRAT Valuation Discounts Disappearing SoonClients have a short window to use valuation discounts for transfers of interest in family businesses under Treasurys current rules.
September 06, 2016
RUFADAA: The most important law you’ve never heard ofRUFADAA solves many of the problems faced when executing a legal digital estate plan, but it isn't yet federal law.
September 06, 2016
RUFADAA: The most important law you’ve never heard ofRUFADAA solves many of the problems faced when executing a legal digital estate plan, but it isn't yet federal law.
August 24, 2016
5 Tips on Estate Planning to Avoid Common Pitfalls and DistressYou may be the first to spot potential estate planning problems and address them before it is too late.
August 24, 2016
5 mistakes estate executors makeNaive executors risk making mistakes that can put the estate in jeopardy.