Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate Planning for Same-Sex and Unmarried Couples
By RobertSame-sex couples and heterosexual unmarried couples are increasingly visible, vocal, and currently comprise a large segment of our nation's population.
February 01, 2009
Estate Planning Is More Than A Numbers GameDuring my quarter-century of advanced sales consulting, I've heard life insurance agents make some variation of the following statement literally hundreds of times: "I've got a guy who's worth $20 million...
January 22, 2009
Now's the time for estate planningNow is a great time for estate planning, and many planners are turning to grantor-retained annuity trusts to do that, writes the Wall Street Journal. The...
January 01, 2009
Start the estate planning conversationA recent survey by LegalZoom.com reveals that the creation of a last will or living trust is one of the most avoided topics between younger...
November 30, 2008
Beyond Estate Planning: Incentive And Dynasty TrustsBasic financial planning is insufficient for high-net-worth individuals who want to leave their mark on the world after they pass away. When planning, they often ...
November 30, 2008
Beyond Estate Planning: Incentive And Dynasty TrustsBasic financial planning is insufficient for high-net-worth individuals who want to leave their mark on the world after they pass away. When planning, they often ...
November 02, 2008
Estate Settlement Advice: Good Planning Builds Client LoyaltyA large percentage of adult Americans do not have a will or estate plan, potentially leaving the state to decide how their property will be ...
November 02, 2008
Estate Settlement Advice: Good Planning Builds Client LoyaltyA large percentage of adult Americans do not have a will or estate plan, potentially leaving the state to decide how their property will be ...