Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Second home questions to guide the client’s thinking
By Tom NawrockiEstate planning tactics that clients employ can mitigate to a great extent the cost of owning a vacation home.
January 27, 2014
The 6 biggest estate planning mistakes NFL players makeThey may be living out their childhood dreams, but professional football players can find themselves in a financial nightmare if they're not careful.
January 24, 2014
12 more estate planning tax facts you need to knowYour clients have questions and now you have answers.
January 24, 2014
12 more estate planning tax facts you need to knowYour clients have questions and now you have answers.
December 09, 2013
Why we need flexible design in estate planningAs retirees continue to recover from the recession, enhanced estate liquidity is an important selling point.
December 09, 2013
Why we need flexible design in estate planningAs retirees continue to recover from the recession, enhanced estate liquidity is an important selling point.
December 05, 2013
5 estate planning tasks your clients should do before 2014There are many asset-protecting strategies that can be put in place at year-end. These are the ones your clients should know about.
December 05, 2013
5 estate planning tasks your clients should do before 2014There are many asset-protecting strategies that can be put in place at year-end. These are the ones your clients should know about.