Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Speakers Put Sizzle In Estate Planning
By Warren S. HerschWhy is life insurance valuable as a source of liquidity?
July 06, 2009
10 ways to screw your clients' estate plansEstate planning can be a difficult subject, even without the philosophical considerations. According to wealth management specialist Jim McCarthy, in a rush to utilize sophisticated techniques, it's easy to overlook some simple moves. He warns
June 25, 2009
Estate planning, savings drive life-annuity comebackThere's hope yet for the life-annuity industry. Although insurers are still struggling with the fallout from the economic crisis, a report from Conning Research and...
June 02, 2009
Web Exclusives: Home Sweet HomeFor many moderate and high net-worth clients, estate planning focuses on the personal residence. Jim Allen writes about estate and charitable planning considerations that relate to the family home.
June 01, 2009
Estate and Charitable Planning For The Family HomeFor many moderate and high net-worth clients, estate planning often focuses on the personal residence or family home.
May 31, 2009
Estate and Charitable Planning For The Family HomeFor many moderate and high net-worth clients, estate planning often focuses on the personal residence or family home.
May 28, 2009
A loser of an estate planning legacyA little reminder of the need for insurance reviews in client meetings. Low interest rate environs aren't good for boomers using life insurance to cover...