Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate Planning Is More Than A Numbers Game
By Peter M. WeinbaumDuring 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 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 ...
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 ...
November 02, 2008
Estate Settlement Advice: Good Planning Builds Client LoyaltyA large percentage of adult Americans do not have a will or estate plan, potentially leaving the state to decide how their property will be ...
November 02, 2008
Estate Settlement Advice: Good Planning Builds Client LoyaltyA large percentage of adult Americans do not have a will or estate plan, potentially leaving the state to decide how their property will be ...
September 14, 2008
Wealthy Seek Understanding Of Sophisticated StrategiesEconomists predict that in the next generation we will see an unprecedented transfer of wealth from the senior generation to their heirs, amounting to tens ...
September 14, 2008
Wealthy Seek Understanding Of Sophisticated StrategiesEconomists predict that in the next generation we will see an unprecedented transfer of wealth from the senior generation to their heirs, amounting to tens ...