Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
State of Estate Taxation
By Don SchreiberThe golden age of estate planning/wealth transfer is upon us. The stars, moon and earth have aligned to make this a key area for us in the financial services industry.
July 20, 2010
Estate Planning: Interest Rate Drop Enhances Wealth Transfer OpportunitiesWith the AFR near historical lows, wealth transfer beckons; for GRATs, act before the estate tax kicks in again.
April 19, 2010
When Crafting The Estate Plan, Bring The Kids To The TableMost well-crafted estate plans incorporate copious amounts of paperwork: wills, trusts, powers of attorney, health care proxies and other key documents.
April 18, 2010
When Crafting The Estate Plan, Bring The Kids To The TableMost well-crafted estate plans incorporate copious amounts of paperwork: wills, trusts, powers of attorney, health care proxies and other key documents.
March 24, 2010
Web Exclusive: Probabilistic Estate PlanningYou have no idea what Congress and the Obama administration will do about the estate tax. Joseph F. Stenken has ideas about how to cope with the uncertainty.
March 24, 2010
Web Exclusive: Probabilistic Estate PlanningYou have no idea what Congress and the Obama administration will do about the estate tax. Joseph F. Stenken has ideas about how to cope with the uncertainty.
March 19, 2010
Estate Planning in Uncertain TimesThese days, thanks to a surprising twist in tax law, wealth managers are faced with a new level of uncertainty when it comes to the wealth transfer needs of their clients.
March 12, 2010
New Advisor Tools Address Estate Tax UncertaintyA Midwestern insurer has rolled out a new web site to help keep clients' estate planning on track.