Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
The major estate planning market you may not know about
By Tom NawrockiEven one client in this group can make a huge difference to an estate planners practice.
October 29, 2014
Under the Hood: What You Need to Know About Wills, Pt. I: The ChecklistFinancial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.
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 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.