Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Annuity Riders: Options and Opportunities
By staff WriterKevin Bock, president of Integrity Estate Advisors and host of the financial and estate planning radio show "The Smart Money Show" discusses the various options for annuity contract riders...
February 24, 2009
Estate Planning for Same-Sex and Unmarried CouplesSame-sex couples and heterosexual unmarried couples are increasingly visible, vocal, and currently comprise a large segment of our nation's population.
February 23, 2009
Estate Planning for Same-Sex and Unmarried CouplesSame-sex couples and heterosexual unmarried couples are increasingly visible, vocal, and currently comprise a large segment of our nation's population.
February 02, 2009
Estate Planning Is More Than A Numbers GameDuring my quarter-century of advanced sales consulting, I've heard life insurance agents make some variation of the following statement literally hundreds of times: "I've got a guy who's worth $20 million...
February 01, 2009
Estate Planning Is More Than A Numbers GameDuring my quarter-century of advanced sales consulting, I've heard life insurance agents make some variation of the following statement literally hundreds of times: "I've got a guy who's worth $20 million...
January 22, 2009
Now's the time for estate planningNow is a great time for estate planning, and many planners are turning to grantor-retained annuity trusts to do that, writes the Wall Street Journal. The...
January 01, 2009
Start the estate planning conversationA recent survey by LegalZoom.com reveals that the creation of a last will or living trust is one of the most avoided topics between younger...
November 30, 2008
Beyond Estate Planning: Incentive And Dynasty TrustsBasic financial planning is insufficient for high-net-worth individuals who want to leave their mark on the world after they pass away. When planning, they often ...