Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate planning is a winning ticket to referrals
By Staff WriterEstate planning is an add-on service and a necessary offering for financial planners or advisors who wish to be received by the community as comprehensive service providers. Many advisors want to represent themselves as an estate planner, but do not
August 10, 2008
Market To Estate Planning Prospects NowThe future of federal estate taxes is uncertain. The $2 million current estate tax exemption is scheduled to increase in 2009, supernova in 2010, and ...
July 06, 2008
The Details Matter In Estate PlanningFinancial professionals who have a grasp of key legal concepts affecting the senior population will be better able to serve their clientele, Cynthia Sharp told ...
July 06, 2008
The Details Matter In Estate PlanningFinancial 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 08, 2008
Disclaiming: A Powerful And Flexible Estate Planning ToolThe disclaimer option is a commonly overlooked yet powerful postmortem estate-planning vehicle available to most beneficiaries, personal representatives and other appointed executors. By definition, a ...
June 08, 2008
Disclaiming: A Powerful And Flexible Estate Planning ToolThe disclaimer option is a commonly overlooked yet powerful postmortem estate-planning vehicle available to most beneficiaries, personal representatives and other appointed executors. By definition, a ...
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 ...