Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
What (and why) you need to know about digital estate planning
By Ed McCarthyMost Americans don't plan their estates a problem that is becoming harder to manage now that so many financial transactions happen online.
June 26, 2015
What every married couple needs to know about estate planningHere's the seven-point checklist your clients need to make sure their financial ducks are in a row.
June 26, 2015
What every married couple needs to know about estate planningHere's the seven-point checklist your clients need to make sure their financial ducks are in a row.
June 17, 2015
What’s the point of updating your client’s estate plan?Estate planning has less to do with taxes and more to do with making sure your clients wishes are known and honored.
June 17, 2015
What’s the point of updating your client’s estate plan?Estate planning has less to do with taxes and more to do with making sure your clients wishes are known and honored.
May 08, 2015
A few good reasons why stock options belong in estate plansIn recent years, stock options have become more and more common in estate plans, and for good reason.
May 08, 2015
A few good reasons why stock options belong in estate plansIn recent years, stock options have become more and more common in estate plans, and for good reason.
May 06, 2015
3 Estate Planning Strategies for a Low-Rate EnvironmentEven with the generous $5.4 million estate tax exemption, some of your HNW clients can benefit from these strategies in the current low-interest-rate environment.