Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
7 Estate Planning Resolutions for Clients to Make Now
By Rose Watson, JDThe post-election, busy holiday season is actually the right time to ensure clients' estate plans are up to date.
December 05, 2016
Single Premium Whole Life Gives Estate Planning an EdgeFor the right clients, this product may provide the gateway for achieving not just retirement planning but all their planning goals.
September 06, 2016
RUFADAA: The most important law you’ve never heard ofRUFADAA solves many of the problems faced when executing a legal digital estate plan, but it isn't yet federal law.
September 06, 2016
RUFADAA: The most important law you’ve never heard ofRUFADAA solves many of the problems faced when executing a legal digital estate plan, but it isn't yet federal law.
August 24, 2016
5 Tips on Estate Planning to Avoid Common Pitfalls and DistressYou may be the first to spot potential estate planning problems and address them before it is too late.
August 24, 2016
5 mistakes estate executors makeNaive executors risk making mistakes that can put the estate in jeopardy.
July 12, 2016
Top 10 Tax, Estate Planning Issues for Same-Sex CouplesToday, there are opportunities and protections within reach for same-sex couples that were unavailable during most of American history, says lawyer John McManus.
June 16, 2016
Think Estate Planning Should Be Left to the Attorney? Not So Fast ...Before you decide to leave your clients estate planning to the attorney, consider that youre the one best positioned to help that estate plan succeed.