Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
8 Big Estate Battles of the Rich and Famous
By Dan BermanNothing sets friends and family at each others throats more than an old-fashioned fight over money. Make it a dispute over a will and the fun really begins.
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.
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.