Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
5 ways to help middle-class clients with estate planning
By Tom NawrockiNon-wealthy clients might not have to worry about the estate tax, but they still need your help.
May 08, 2013
New York's worst estate planning failure, everRoman Blum died without bequeathing his vast fortune to anyone or anything. How is that even possible?
April 22, 2013
Court: Does ex- or current wife get money?Supreme Court justices question whether a state law overrides a federal employee's beneficiary designation.
April 22, 2013
Court: Does ex- or current wife get money?Supreme Court justices question whether a state law overrides a federal employee's beneficiary designation.
April 12, 2013
Protection SLATs offer estate planning flexibilityA protection spousal limited access trust can provide married couples with an estate planning option that better suits their needs.
April 11, 2013
Protection SLATs offer estate planning flexibilityA protection spousal limited access trust can provide married couples with an estate planning option that better suits their needs.
April 10, 2013
No estate plan? 3 reasons your clients' children are at riskParents who fail to plan are leaving their children's future to chance.
April 10, 2013
No estate plan? 3 reasons your clients' children are at riskParents who fail to plan are leaving their children's future to chance.