Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate planning for elderly clients: weighing the issues
By Ed McCarthyGiven their aversion to discussing mortality, some seniors are racing against the clock to establish an estate plan.
September 01, 2015
Protecting a no-contest clause: What you need to knowIf the client wants to include a no-contest clause in an estate plan, makes sure that plan is exceptionally clean.
August 19, 2015
Guarding against charges of undue influence in estate planningA courts invalidation of a will based on undue influence requires several essential elements.
August 19, 2015
Guarding against charges of undue influence in estate planningA courts invalidation of a will based on undue influence requires several essential elements.
July 30, 2015
What (and why) you need to know about digital estate planningMost Americans don't plan their estates a problem that is becoming harder to manage now that so many financial transactions happen online.
July 27, 2015
Estate Planning for the Modern Family: It’s Complicated, and Advisors Fall ShortSeventy percent of high-net-worth and affluent investors in a UBS survey said they felt financial advice was designed only for "traditional" families.
July 14, 2015
5 tips for keeping original paperwork of key estate planning documentsOlder copies of a will or estate plan can create confusion or allow disgruntled heirs to sow confusion.
June 26, 2015
What every married couple needs to know about estate planningHere's the seven-point checklist your clients need to make sure their financial ducks are in a row.