Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Parents, Pets and Online Presence: New Concerns for Modern Estate Planners (AdvisorOne)
By Staff WriterEstate planners should advise clients to consider planning for dependents, pets and intangible digital assets.
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.
April 24, 2012
Estate Planning: What You Don't Say Can Hurt You (Huffington Post)When it comes to estate planning, it's never too early to get everything in order or update those plans as circumstances change.
April 16, 2012
Estate Planning for Pets (Observer & Eccentric)Pets can outlive their owners and should be factored into estate planning.
April 16, 2012
Estate Planning for Pets (Observer & Eccentric)Pets can outlive their owners and should be factored into estate planning.
April 09, 2012
5 Important Steps to Update Estate PlansAttorney Blooma Stark says advisors should urge clients to review and, if necessary, update their estate plans.
April 09, 2012
5 Important Steps to Update Estate PlansAttorney Blooma Stark says advisors should urge clients to review and, if necessary, update their estate plans.
March 31, 2012
The Estate PlanAs your clients age, they need more help in mapping out their financial goals.