Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Bypass trusts after portability
By Tom NawrockiNew rules regarding portability have reduced some of the benefits of bypass trusts.
June 30, 2014
6 estate planning tips for womenOn average, women live six years longer than men; that creates several key differences in end-of-life planning issues.
June 17, 2014
5 Things Senior Clients Wish Their Advisors KnewMore than 200 seniors responded to a survey by LifeHealthPro about their likes, needs, financial concerns, career outlook and asset base.
March 27, 2014
8 Key Tips to Keep HNW Clients Happy"Working with affluent people and the complex situations they bring is where it gets really fun, says Andrea Blackwelder of Wisdom Wealth Strategies.
March 20, 2014
6 tragic celebrity estate plansEven the rich and famous make disastrous estate decisions. Julius Giarmarco, an estate expert, provides insight into navigating celebrities' complex plans.
March 20, 2014
6 tragic celebrity estate plansEven the rich and famous make disastrous estate decisions. Julius Giarmarco, an estate expert, provides insight into navigating celebrities' complex plans.
March 13, 2014
10 Big Estate Planning Mistakes of the Rich & FamousOverlooking estate planning basics can leave heirs facing years of court battles over taxes and who gets what.
March 11, 2014
4 things to know about Alzheimer’s and estate planningOne possibility for clients who are starting to get concerned about Alzheimers is to create a shadow plan.