Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate Planning: The Trusteed IRA
By John BockEstate planning that contemplates retirement plans is becoming more prevalent and important.
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.
March 11, 2010
Principal Adds Estate Planning SiteAn insurer has set up a new estate planning legislation tracking service.