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. ...
September 29, 2005
Overcoming The Generation Gap On Estate PlanningParents are readier to talk about inheritances than boomers thinkDefying a long-held taboo, parents in their 70s are far more likely to be comfortable ...
September 28, 2005
Overcoming The Generation Gap On Estate PlanningParents are readier to talk about inheritances than boomers thinkDefying a long-held taboo, parents in their 70s are far more likely to be comfortable ...
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 ...