Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
The road ahead for estate planning
By John McManusNow that there's some certainty regarding the estate tax, your clients might want to explore these planning strategies.
February 08, 2013
Buy-sell planning is the new estate planningThat hole the new estate tax left in your business? Plug it with business planning.
February 07, 2013
Buy-sell planning is the new estate planningThat hole the new estate tax left in your business? Plug it with business planning.
February 07, 2013
T3 Conference: Estate Planning for Digital Assets to Take Center StageWhat if a clients important information is all online and password protected? What happens if they die unexpectedly?
February 06, 2013
No more estate planning excusesWith a permanent estate tax law in place, clients no longer have a reason to hold off on meeting with an advisor.
February 06, 2013
No more estate planning excusesWith a permanent estate tax law in place, clients no longer have a reason to hold off on meeting with an advisor.