Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
The Details Matter In Estate Planning
By Linda KocoFinancial professionals who have a grasp of key legal concepts affecting the senior population will be better able to serve their clientele, Cynthia Sharp told ...
June 01, 2008
Estate Planning For Your Client's Best FriendEstate planning is for anything but the dogs. Or so it would seem to animal owners who find the profession bereft of advisors who know ...
June 01, 2008
Estate Planning For Your Client's Best FriendEstate planning is for anything but the dogs. Or so it would seem to animal owners who find the profession bereft of advisors who know ...
May 11, 2008
Estate Planning For The 'Non-Traditional' CoupleSame-sex couples do not enjoy the rights afforded to heterosexual counterparts under federal law, but strategies are available to help them achieve their estate planning ...
May 11, 2008
Estate Planning For The 'Non-Traditional' CoupleSame-sex couples do not enjoy the rights afforded to heterosexual counterparts under federal law, but strategies are available to help them achieve their estate planning ...
March 30, 2008
Tips On Creating Successful Estate Planning SeminarsWhen you hear really successful people talk about their success "in the seminar business," they seldom share the fact that seminar selling has changed. Before ...
March 30, 2008
Tips On Creating Successful Estate Planning SeminarsWhen you hear really successful people talk about their success "in the seminar business," they seldom share the fact that seminar selling has changed. Before ...
March 01, 2008
InheritanceMax Asnas, the colorful founder of New York City's Stage Delicatessen, also famous as "The Corned Beef Confucius," philosophized: "Money is something you got to make...