Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
The New Era of Estate Planning
By Nancy HermannWith the growth of digital assets and uncertainty over tax reform under President Trump, advisors face new challenges in estate planning.
January 24, 2017
Estate Planning 101: Motivating Clients to Get StartedHelping clients focus on the positive aspects of putting a plan in place may help motivate them to commit to the process.
December 22, 2016
7 Estate Planning Resolutions for Clients to Make NowGiven the uncertainty surrounding estate planning legislation, many clients may be reluctant to focus on their estate planning goals.
December 06, 2016
7 Estate Planning Resolutions for Clients to Make NowThe post-election, busy holiday season is actually the right time to ensure clients' estate plans are up to date.
December 06, 2016
5 ways to go above and beyond for your clientsUpdating aging estate plans and bringing other advisors to the table are two ways you can provide exceptional value to your clients.
December 06, 2016
5 ways to go above and beyond for your clientsUpdating aging estate plans and bringing other advisors to the table are two ways you can provide exceptional value to your clients.
December 05, 2016
Single Premium Whole Life Gives Estate Planning an EdgeFor the right clients, this product may provide the gateway for achieving not just retirement planning but all their planning goals.
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.