Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
The estate tax conundrum
By Staff Writer54% 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
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
August 31, 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
July 01, 2007
The "Whole" Truth on Estate PlanningNothing beats whole life insurance for providing security and flexibility in estate planning. Perhaps that sounds like an overly broad and bold statement. But I ...
July 01, 2007
The "Whole" Truth on Estate PlanningNothing beats whole life insurance for providing security and flexibility in estate planning. Perhaps that sounds like an overly broad and bold statement. But I ...
July 01, 2007
Getting Your Affairs in OrderDeath. No one likes to confront it, but Wynne Whitman is in the business of serving clients who must face it, and is now trying...