Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
12 more estate planning tax facts you need to know
By Robert Bloink, William H. ByrnesYour clients have questions and now you have answers.
December 09, 2013
Why we need flexible design in estate planningAs retirees continue to recover from the recession, enhanced estate liquidity is an important selling point.
December 05, 2013
5 estate planning tasks your clients should do before 2014There are many asset-protecting strategies that can be put in place at year-end. These are the ones your clients should know about.
December 05, 2013
5 estate planning tasks your clients should do before 2014There are many asset-protecting strategies that can be put in place at year-end. These are the ones your clients should know about.
November 07, 2013
10 common estate planning mistakes (and how to avoid them)Do your clients lack liquidity? Do they have the right executor? Ask these questions annually to ensure that their financial plan is in shape.
November 07, 2013
10 common estate planning mistakes (and how to avoid them)Do your clients lack liquidity? Do they have the right executor? Ask these questions annually to ensure that their financial plan is in shape.
October 10, 2013
5 tips for digital estate planningHave your clients considered what might happen to their online lives once they pass?
October 10, 2013
5 tips for digital estate planningHave your clients considered what might happen to their online lives once they pass?