Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Principal Adds Estate Planning Site
By staff WriterAn insurer has set up a new estate planning legislation tracking service.
March 03, 2010
Insurer Launches Special Needs Planning CenterA large insurance carrier is launching a dedicated unit for special needs planners who serve the financial needs of families and individuals with special needs.
February 16, 2010
Could the Roth Conversion Be an Estate Planning Opportunity?2010 provides wealthy clients with a chance to implement planning that until now had been unavailable to high-income earners: a Roth IRA conversion.
November 30, 2009
Pomeroy Estate Tax Bill Heads To House FloorH.R. 4154 -- a bill that would make the 2009 estate tax level permanent -- is set to come to the House floor Thursday.
November 30, 2009
Pomeroy Estate Tax Bill Heads To House FloorH.R. 4154 -- a bill that would make the 2009 estate tax level permanent -- is set to come to the House floor Thursday.
November 03, 2009
Adding estate planning into the mixAccording to a survey conducted by the Hartford Financial Services Group, 37 percent of affluent Americans (who have an annual household income of $150,000 or more) have not taken any steps to plan their estates.
November 03, 2009
Adding estate planning into the mixAccording to a survey conducted by the Hartford Financial Services Group, 37 percent of affluent Americans (who have an annual household income of $150,000 or more) have not taken any steps to plan their estates.
October 26, 2009
Ask the expert: Use immediate annuities in estate planning?Here are are some factors to keep in mindI am considering using a single premium immediate annuity as part of an estate plan for my clients. about doing this?