Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Family businesses and estate planning
By Staff WriterNearly 1/3 of family business owners have no estate plan beyond a will.* 54%: Percentage of family business owners who indicate a clear understanding of estate taxes.* Fewer than 1/2 of family business owners who expect to retire in f
November 11, 2007
The GRAT: An Estate Planning Opportunity For Today's MarketsThe volatility last August was disheartening to many investors, particularly those who saw their equity investments drop in value. But the depressed prices can offer ...
October 23, 2007
The estate tax conundrum54% of affluent Americans (annual household incomes of $150,000 or more) surveyed have taken steps to plan their estates. 37% of affluent Americans surveyed have not taken any steps to plans their estates. 33% of those surveyed say th
October 07, 2007
LTC Vs. Estate Planning: The Gloves Are OffEstate planning financial advisors must consider long term care insurance as part of their solution or they risk their clients' financial well being.Why? The answer ...
October 07, 2007
LTC Vs. Estate Planning: The Gloves Are OffEstate planning financial advisors must consider long term care insurance as part of their solution or they risk their clients' financial well being.Why? The answer ...
September 16, 2007
Put Estate Planning On Your Clients' Radar ScreenThe Economic Growth and Tax Relief Reconciliation Act of 2001 earmarked the federal estate tax for a one-year repeal in 2010, with full reinstatement in ...
September 16, 2007
Put Estate Planning On Your Clients' Radar ScreenThe Economic Growth and Tax Relief Reconciliation Act of 2001 earmarked the federal estate tax for a one-year repeal in 2010, with full reinstatement in ...
September 01, 2007
Keeping an eye on the futureHave you thought about where you want your practice to be five years from now? How about what changes the industry will endure in the next five years? Nobody has a crystal ball, but there's one thing I do know for certain: We work in an industry