Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate Planning: Focus on the Legacy, Not the Tax Bill
By Victor Sanchez, M.B.A., CLUAs the current estate tax sunsets and uncertainty approaches, reframe your discussions with clients to focus on legacy planning rather than estate tax solutions.
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.
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.