Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Locating Your Clients On The Estate Planning Hierarchy
By Bruce A. TannahillClients and potential clients are often deterred from doing estate planning by a perception that the process is complicated and involved. The complexity of a ...
January 31, 2008
Estate planning is not succession planningEstate planning consists in part of deciding how property should be distributed at death. Succession planning focuses on decisions about the form of ownership and the organization and operation of the business, including the eventual transfer of the
January 13, 2008
How Flexible Can You Be?In the estate planner's tool chest of legal devices, perhaps none is more handy than the trust protector: A person or corporation who, depending on the terms of the trust...
January 12, 2008
How Flexible Can You Be?In the estate planner's tool chest of legal devices, perhaps none is more handy than the trust protector: A person or corporation who, depending on the terms of the trust...
January 01, 2008
Life of the estate planning partyAdvisor Joel Javer, CFP, has a message for people who think their estate planning worries will suddenly evaporate come 2010 when the federal estate tax is scheduled for full repeal: Think again. Javer, principal at the Sharkey, Howes & Javer
December 31, 2007
Life of the estate planning partyAdvisor Joel Javer, CFP, has a message for people who think their estate planning worries will suddenly evaporate come 2010 when the federal estate tax is scheduled for full repeal: Think again. Javer, principal at the Sharkey, Howes & Javer
December 01, 2007
A Taxing DilemmaAs another year draws to a close and clients find themselves thinking of the future, perhaps one New Year's resolution will be to get around...
November 18, 2007
Boomers Who Break The Mold By Planning Their Legacy EarlierWhen it comes to deciding how best to transfer one's assets to the next generation, no age is too early start. So say observers who ...