Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Boomers Aren't Interested in Leaving Money to Heirs
By Paula Aven GladychMost boomers and elders say family stories, not money, are the most important aspect of their legacy.
May 11, 2012
Natalie Choate Talks Estate Planning & AnnuitiesThe tax planning expert spoke about annuities in IRAs and Qualified Lifetime Annuity Contracts.
May 11, 2012
Natalie Choate Talks Estate Planning & AnnuitiesThe tax planning expert spoke about annuities in IRAs and Qualified Lifetime Annuity Contracts.
May 10, 2012
Natalie Choate’s Newest Estate Planning TipsTo judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.
May 02, 2012
Parents, Pets and Online Presence: New Concerns for Modern Estate Planners (AdvisorOne)Estate planners should advise clients to consider planning for dependents, pets and intangible digital assets.
May 01, 2012
Parents, Pets and Online Presence: New Concerns for Modern Estate PlannersThe traditional focus of estate plans has changed for the boomer generation.
May 01, 2012
Parents, Pets and Online Presence: New Concerns for Modern Estate PlannersThe traditional focus of estate plans has changed for the boomer generation.
April 30, 2012
Parents, Pets and Online Presence: New Concerns for Modern Estate PlannersEstate planning requires attention to more than just childrens inheritances these days, according to a report released Monday by the BMO Retirement Institute, an organization based in Canada.