Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Ouch! Tabulating The Cost Of Ta Blunders
By Warren S. HerschDefective wills and estate plans can cost a bundlePoor counsel and errors of omission can give advisors with otherwise sterling reputations a bad name. ...
June 30, 2005
When A Client DiesWhat do you think about when you learn a client has died? Many life insurance agents speak about the satisfaction they get from delivering ...
June 29, 2005
When A Client DiesWhat do you think about when you learn a client has died? Many life insurance agents speak about the satisfaction they get from delivering ...
June 01, 2005
Estate Planning for a Non-Citizen SpouseMarrying Michael last year was one of the most exciting events of my life. We had a small wedding at a clubhouse overlooking beautiful Lake...
April 20, 2005
Estate Planning For The Large Estate"The rich aren't like you and me," wrote F. Scott Fitzgerald in "The Great Gatsby."That means that your usual approach to insurance sales may ...
March 14, 2005
Keystone State Firm Updates Money Management ToolNU Online News Service, March 14, 2005, 2:39 p.m. ESTEMoneyAdvisor Inc., Conshohocken, Pa., has released a new version of an advisory firm administration system.[@@]The ...
March 04, 2005
Hancock Releases Estate Planning KitNU Online News Service, March 4, 2005, 3:40 p.m. ESTA Boston insurer has developed a new packet of materials for producers who want to ...
January 06, 2005
Connect2A Updates Estate Planning Web SystemNU Online News Service, Jan. 6, 2005, 4:53 p.m. ESTAn Indianapolis company has added new features to a set of Internet-based tools that advisors ...