Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Creating an Estate Plan Using Insurance Products
By staff WriterWhen you discuss estate planning with your high-net-worth clients, there are seemingly endless directions that you could go in. So why would you choose to use only insurance products, and what are some of the best options...
August 19, 2009
Estate tax debate heating upWill Michael Jackson's $500 million+ estate really end up paying 45% to the federal government via the estate tax? Quite possibly. The King of Pop's death has put the estate tax back on the front burner.
August 19, 2009
Estate tax debate heating upWill Michael Jackson's $500 million+ estate really end up paying 45% to the federal government via the estate tax? Quite possibly. The King of Pop's death has put the estate tax back on the front burner.
August 14, 2009
Speakers Put Sizzle In Estate PlanningWhy is life insurance valuable as a source of liquidity?
August 14, 2009
Speakers Put Sizzle In Estate PlanningWhy is life insurance valuable as a source of liquidity?
July 07, 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
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