Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Advisors Need To Take Note Of The Client's 'Silent' Assets
By Warren S. HerschThe next time you're chatting with a client who likes to speak ad nauseam about his or her passions, take note. The conversation could lead ...
April 30, 2006
The Zero Estate Tax StrategyI once joined a meeting between a financial advisor and a client who had a $100 million estate. The advisor was sounding the alarm bell ...
April 20, 2006
Pru Publishes Estate Planning ToolkitPrudential Financial Inc. has developed a CD aimed at producers interested in estate planning issues.The CD includes discussions of topics such as transfer tax strategies ...
April 20, 2006
Pru Publishes Estate Planning ToolkitPrudential Financial Inc. has developed a CD aimed at producers interested in estate planning issues.The CD includes discussions of topics such as transfer tax strategies ...
April 02, 2006
How SVUL Hybrids Offset Estate Planning RisksClients intending to leave a legacy to children and grandchildren have a need for estate planning. They want to avoid the bite of estate taxes ...
April 02, 2006
How SVUL Hybrids Offset Estate Planning RisksClients intending to leave a legacy to children and grandchildren have a need for estate planning. They want to avoid the bite of estate taxes ...
October 28, 2005
Sales Ideas For Single Asset Estate PlanningComprehensive estate planning may be an important and effective exercise for many prospects and clients, but the process can be as long and arduous ...
October 27, 2005
Single Asset Estate PlanningAsset TransferAnnualLife Insurance Policy PaymentsUnder-performing assetSingle Premium Immediate Annuity Death Benefit Children or GrandchildrenIncome Stream TransferFor Owner's life For spouse's lifeOwner's IRA Spouse's IRA ...