Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Tom Rowan Breaks Down the Mystique of Estate Planning
By Ed McCarthy, CFP, RICPThree questions with a longtime estate planning pro.
March 01, 2012
8 Estate Planning Mistakes to AvoidWe asked several advisors to identify the most common mistakes they encounter from other financial planners.
March 01, 2012
8 Estate Planning Mistakes to AvoidWe asked several advisors to identify the most common mistakes they encounter from other financial planners.
February 28, 2012
George Clooney Makes Estate Planning Sexy (Forbes)"The Descendants" calls attention to estate planning issues on the big screen.
February 27, 2012
George Clooney Makes Estate Planning Sexy (Forbes)"The Descendants" calls attention to estate planning issues on the big screen.
January 05, 2012
Estate Planning and Other Existential Agitations (Huffington Post)Depending on what source you look at, roughly 58 to 64 percent of Americans haven't done any form of estate planning whatsoever. Debra Ollivier explores why.
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