Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
5 mistakes estate executors make
By Kristen BeckmanNaive executors risk making mistakes that can put the estate in jeopardy.
June 07, 2016
New Estate Planning Strategies for a Post-Portability WorldIn particular, if your clients are still relying on credit shelter trusts set up before 2013, beware the adverse tax consequences.
June 03, 2016
Here are 9 ways to preempt a will contestWill contests are a frustratingly common occurrence among heirs who feel they havent gotten their just rewards.
June 03, 2016
Here are 9 ways to preempt a will contestWill contests are a frustratingly common occurrence among heirs who feel they havent gotten their just rewards.
April 29, 2016
The boomer estate planning boom: 9 ways to get in on itThe number of boomer candidates for estate planning guidance swells daily, with an estimated 10,000 boomers due to hit the traditional retirement age of 65 each day for the next 15 years.
April 29, 2016
The boomer estate planning boom: 9 ways to get in on itThe number of boomer candidates for estate planning guidance swells daily, with an estimated 10,000 boomers due to hit the traditional retirement age of 65 each day for the next 15 years.
April 28, 2016
Questions persist around settling Prince's estateHere's what Prince's death can teach the rest of us about estate planning.
April 28, 2016
Questions persist around settling Prince's estateHere's what Prince's death can teach the rest of us about estate planning.