Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Romney’s Tax Returns Reveal Lessons on Keeping Wealth in the Family
By John SullivanThe tax returns the Romney camp has released show a number of sophisticated wealth transfer and estate planning strategies that have led to an estimated $100 million fortune now held outside of the estate.
July 19, 2012
Seniors Talk About Seminar ExperienceWe recently talked with a group of seniors to get their thoughts on seminars. Read on to hear what they had to say.
July 17, 2012
Beneficial Estate Planning ClimateAmerican General Life Companies (American General) are poised to help clients, prospective clients and their advisors capitalize on the unique estate planning environment that we currently and transiently find ourselves in.
July 17, 2012
Beneficial Estate Planning ClimateAmerican General Life Companies (American General) are poised to help clients, prospective clients and their advisors capitalize on the unique estate planning environment that we currently and transiently find ourselves in.
July 03, 2012
Tiger 21 Adds Estate Planning to Peer-to-Peer Feedback ProgramThe group's popular Portfolio Defense program will now include estate planning, philanthropy, business evaluation and risk management.
July 03, 2012
Tiger 21 Adds Estate Planning to Peer-to-Peer Feedback ProgramThe group's popular Portfolio Defense program will now include estate planning, philanthropy, business evaluation and risk management.
May 24, 2012
Boomers Aren't Interested in Leaving Money to HeirsMost boomers and elders say family stories, not money, are the most important aspect of their legacy.
May 24, 2012
Boomers Aren't Interested in Leaving Money to HeirsMost boomers and elders say family stories, not money, are the most important aspect of their legacy.