Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Keeping an eye on the future
By Dean ZayedHave 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
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...
May 06, 2007
Selling Insurance For Estate PlanningDon't be afraid of estate planning. So long as you have a good relationship with the client, then you can bring in other advisors to ...
May 06, 2007
Selling Insurance For Estate PlanningDon't be afraid of estate planning. So long as you have a good relationship with the client, then you can bring in other advisors to ...
March 11, 2007
Engineering An Estate Plan For A House DividedDeveloping an estate plan that is satisfactory to all parties is challenging enough when family members are divided over the rights to assets.
March 11, 2007
Estate Planning Toolbox for the Blended Family...Go with cover spread in box. File #L10housedivided_checklist. Estate Planning Toolbox for the Blended Family...? The prenuptial agreement -- A prenup that separates intended ...
March 11, 2007
Estate Planning Toolbox for the Blended Family...Go with cover spread in box. File #L10housedivided_checklist. Estate Planning Toolbox for the Blended Family...? The prenuptial agreement -- A prenup that separates intended ...
March 10, 2007
Engineering An Estate Plan For A House DividedDeveloping an estate plan that is satisfactory to all parties is challenging enough when family members are divided over the rights to assets.