Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Seniors Speak Out on Advisor Compensation
By Daniel WilliamsThe debate over advisor compensation has been heating up lately so we reached out to seniors to get their thoughts on this timely topic.
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.
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.
October 01, 2011
An estate planning primer for 2011Current tax laws have made estate planning more complicated. The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 reinstated the estate tax in 2011.
September 30, 2011
An estate planning primer for 2011Current tax laws have made estate planning more complicated. The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 reinstated the estate tax in 2011.
September 29, 2011
Blood and money: families fighting over inheritanceAttorney P. Mark Accettura outlines three reasons why estate planning is so essential.
September 09, 2011
CLATs: A Leading Estate Planning Strategy for Wealthy ClientsWhy a charitable lead annuity trust should be an integral piece of a tax-efficient wealth transfer plan in the current economic environment, and an example of how CLATs work.