Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
6 tragic celebrity estate plans
By Vanessa De La RosaEven the rich and famous make disastrous estate decisions. Julius Giarmarco, an estate expert, provides insight into navigating celebrities' complex plans.
March 11, 2014
4 things to know about Alzheimer’s and estate planningOne possibility for clients who are starting to get concerned about Alzheimers is to create a shadow plan.
March 11, 2014
4 things to know about Alzheimer’s and estate planningOne possibility for clients who are starting to get concerned about Alzheimers is to create a shadow plan.
March 03, 2014
3 celebrity estate lessonsCelebrities' estate planning mistakes, all easily avoidable, have cost their heirs millions of dollars.
March 03, 2014
3 celebrity estate lessonsCelebrities' estate planning mistakes, all easily avoidable, have cost their heirs millions of dollars.
February 10, 2014
Estate planning benefits of intra-family loansIntra-family loans allow high-net-worth parents to move assets out of their estate.
February 10, 2014
Estate planning benefits of intra-family loansIntra-family loans allow high-net-worth parents to move assets out of their estate.
January 31, 2014
Second home questions to guide the client’s thinkingEstate planning tactics that clients employ can mitigate to a great extent the cost of owning a vacation home.