Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
4 things to know about Alzheimer’s and estate planning
By Tom NawrockiOne possibility for clients who are starting to get concerned about Alzheimers is to create a shadow plan.
February 10, 2014
Estate planning benefits of intra-family loansIntra-family loans allow high-net-worth parents to move assets out of their estate.
February 10, 2014
Estate planning benefits of intra-family loansIntra-family loans allow high-net-worth parents to move assets out of their estate.
January 31, 2014
Second home questions to guide the client’s thinkingEstate planning tactics that clients employ can mitigate to a great extent the cost of owning a vacation home.
January 31, 2014
Second home questions to guide the client’s thinkingEstate planning tactics that clients employ can mitigate to a great extent the cost of owning a vacation home.
January 28, 2014
Income Taxes Can No Longer Be Ignored in Estate PlanningThe estate tax exemption may have been raised to $5.34 million, but that's far from the end of the story.
January 28, 2014
NFL Players’ 6 Biggest Estate Planning MistakesThey may be living out their childhood dreams, but professional football players can find themselves in a financial nightmare if they're not careful.
January 27, 2014
The 6 biggest estate planning mistakes NFL players makeThey may be living out their childhood dreams, but professional football players can find themselves in a financial nightmare if they're not careful.