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.
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.
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.