Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Ask the expert: Use immediate annuities in estate planning?
By Nu BookHere are are some factors to keep in mindI am considering using a single premium immediate annuity as part of an estate plan for my clients. about doing this?
October 01, 2009
Getting Estate Planning HelpThe next few years will be a challenging time for advisors to stay current in creating, monitoring, and modifying clients' estate plans. Trusts, tax, and...
September 30, 2009
Economic Turmoil Planning: Taking Steps to Take ControlFailure to review, reassess and adjust planning to reflect current economic realities may serve to multiply financial hardships many times over and for years to come.
August 19, 2009
Estate tax debate heating upWill Michael Jackson's $500 million+ estate really end up paying 45% to the federal government via the estate tax? Quite possibly. The King of Pop's death has put the estate tax back on the front burner.
August 19, 2009
Estate tax debate heating upWill Michael Jackson's $500 million+ estate really end up paying 45% to the federal government via the estate tax? Quite possibly. The King of Pop's death has put the estate tax back on the front burner.
August 14, 2009
Speakers Put Sizzle In Estate PlanningWhy is life insurance valuable as a source of liquidity?
August 14, 2009
Speakers Put Sizzle In Estate PlanningWhy is life insurance valuable as a source of liquidity?
July 07, 2009
10 ways to screw your clients' estate plansEstate planning can be a difficult subject, even without the philosophical considerations. According to wealth management specialist Jim McCarthy, in a rush to utilize sophisticated techniques, it's easy to overlook some simple moves. He warns