Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Iain (M.) Banks (1954-2013)
By Bill CoffinThe Scottish novelist was a master of dark, intelligent humor.
June 06, 2013
10 steps for avoiding estate planning mistakesSlip-ups can happen to the best of us. Make sure your clients pay attention to these key estate planning areas.
June 03, 2013
Making estate planning a family affairGetting younger generations involved in their elders' estate plans can help ensure all bases are covered.
June 03, 2013
Making estate planning a family affairGetting younger generations involved in their elders' estate plans can help ensure all bases are covered.
May 31, 2013
4 estate planning concerns for clients with vacation homesIf your clients own a summer getaway, make sure they've considered these key issues.
May 31, 2013
4 estate planning concerns for clients with vacation homesIf your clients own a summer getaway, make sure they've considered these key issues.
May 23, 2013
5 ways to help middle-class clients with estate planningNon-wealthy clients might not have to worry about the estate tax, but they still need your help.