Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
The new estate tax: What producers really think
By Charles K. HirschThree estate planning pros weigh in on the new estate tax and how it will impact their business.
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.
January 17, 2013
8 estate planning lessons from "Downton Abbey"What TV's grandest estate can teach you (and your clients) about wealth transfer, insurance and other financial matters.