Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
George Clooney Makes Estate Planning Sexy (Forbes)
By Staff Writer"The Descendants" calls attention to estate planning issues on the big screen.
December 31, 2011
Do you know how your advisor is compensated?I think its by commissionIm sure it is. I vaguely recall him disclosing that information to us in writing when we made our first sale with him.
December 16, 2011
Beyond Estate Planning—Heritage Planning for Families, Pt. 3: The Guided DiscoveryPresenting a unique kind of interview process to help couples and familiesyour clientsidentify their familys unique values
December 14, 2011
Seniors Speak Out on Advisor CompensationThe debate over advisor compensation has been heating up lately so we reached out to seniors to get their thoughts on this timely topic.
November 22, 2011
Pass The Turkey With A Side Of MORE Celebrity Estate Planning Stories (Forbes)Want to broach the controversial subject of estate planning over Thanksgiving dinner this week? Try using a celebrity anecdote to get family members more comfortable talking about hard decisions.
November 22, 2011
Pass The Turkey With A Side Of MORE Celebrity Estate Planning Stories (Forbes)Want to broach the controversial subject of estate planning over Thanksgiving dinner this week? Try using a celebrity anecdote to get family members more comfortable talking about hard decisions.
October 26, 2011
Graegin Loans: Estate Liquidity SolutionDo you have a client whose eventual estate will have a severe shortage of cash due to a family business? Try a Graegin loan.
October 24, 2011
Estate Planning for Pets Can Save Lives (PennLive.com)A little-considered part of estate planning redefines the traditional definition of trustees to include family members that truly cannot be their own advocate: your family pets.