Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Do Estate Planning Attorneys Make Good Strategic Alliance Partners?
By Brandon StuerkeYes, but there are some differences in how they work with their clients that need to be taken into account.
March 22, 2012
KIS-ing Estate PlanningTheres only one rule when it comes to working with clients on their estates: Keep it simple.
March 20, 2012
With More Blended Families, Estate Planning Gets Ugly (USA Today)Health-care costs, blended families making inheritances smaller.
March 20, 2012
With More Blended Families, Estate Planning Gets Ugly (USA Today)Health-care costs, blended families making inheritances smaller.
March 19, 2012
Today's Opportunities in Estate PlanningThree top producers weigh in on the risks for and opportunities in estate planning, today and in the future.
March 18, 2012
Today's Opportunities in Estate PlanningThree top producers weigh in on the risks for and opportunities in estate planning, today and in the future.
March 15, 2012
New DirectionsAs your clients age, they need more help in mapping out their financial goals.
March 15, 2012
New DirectionsAs your clients age, they need more help in mapping out their financial goals.