Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate planning, savings drive life-annuity comeback
By Danielle AndrusThere'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...
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...
April 02, 2009
Annuity Riders: Options and OpportunitiesKevin 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...
March 31, 2009
Live Long and ProsperIn addition to all the other balls the Obama administration is currently juggling, it looks as if it also plans to prevent the possibility of ...
March 01, 2009
Growth Through Strategic AlliancesOf three main routes to business growth -- capturing additional assets from existing clients, getting new clients via referrals from existing clients, and forming strategic...
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.