Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
New Directions
By Ed McCarthy, CFP, RICPAs your clients age, they need more help in mapping out their financial goals.
March 12, 2012
Tom Rowan Breaks Down the Mystique of Estate PlanningThree questions with a longtime estate planning pro.
March 07, 2012
Creating an Estate Planning Dream TeamTeaming up with an attorney and an accountant can help your estate planning practice but be careful when it comes to selecting partners.
March 07, 2012
Creating an Estate Planning Dream TeamTeaming up with an attorney and an accountant can help your estate planning practice but be careful when it comes to selecting partners.
March 01, 2012
8 Estate Planning Mistakes to AvoidWe asked several advisors to identify the most common mistakes they encounter from other financial planners.
March 01, 2012
8 Estate Planning Mistakes to AvoidWe asked several advisors to identify the most common mistakes they encounter from other financial planners.
February 28, 2012
George Clooney Makes Estate Planning Sexy (Forbes)"The Descendants" calls attention to estate planning issues on the big screen.
February 27, 2012
George Clooney Makes Estate Planning Sexy (Forbes)"The Descendants" calls attention to estate planning issues on the big screen.