Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
What you need to know about wills, pt. I: The checklist
By Mike PattonIf you're a financial planner, you need to know how to review a client's will to make sure their wishes are met.
October 28, 2014
Don’t let clients take their passwords to the graveDigital estate planning expert Jamie Hopkins explains how advisors can benefit from helping clients safeguard digital assets.
October 24, 2014
3 reasons LTC planning is critical to estate planningMake sure your friends in the wealth protection and wealth transfer market see this article.
October 24, 2014
3 reasons LTC planning is critical to estate planningMake sure your friends in the wealth protection and wealth transfer market see this article.
October 22, 2014
Don’t Let Clients Take Their Passwords to the GraveDigital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.
October 07, 2014
Under the Hood: What You Need to Know About the Federal Estate TaxWhats included in the estate, whats the tax on that estate and what are the resources for learning more, including designations to consider achieving.
October 03, 2014
6 celebrity estate planning lessons from 2014Take a look at these six celebrities estate plans from 2014 and see who prepared well and who could have planned better.
October 03, 2014
6 celebrity estate planning lessons from 2014Take a look at these six celebrities estate plans from 2014 and see who prepared well and who could have planned better.