Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate Planning For Your Client's Best Friend
By Warren S. HerschEstate planning is for anything but the dogs. Or so it would seem to animal owners who find the profession bereft of advisors who know ...
May 11, 2008
Estate Planning For The 'Non-Traditional' CoupleSame-sex couples do not enjoy the rights afforded to heterosexual counterparts under federal law, but strategies are available to help them achieve their estate planning ...
March 30, 2008
Tips On Creating Successful Estate Planning SeminarsWhen you hear really successful people talk about their success "in the seminar business," they seldom share the fact that seminar selling has changed. Before ...
March 30, 2008
Tips On Creating Successful Estate Planning SeminarsWhen you hear really successful people talk about their success "in the seminar business," they seldom share the fact that seminar selling has changed. Before ...
March 01, 2008
InheritanceMax Asnas, the colorful founder of New York City's Stage Delicatessen, also famous as "The Corned Beef Confucius," philosophized: "Money is something you got to make...
February 17, 2008
Locating Your Clients On The Estate Planning HierarchyClients and potential clients are often deterred from doing estate planning by a perception that the process is complicated and involved. The complexity of a ...
February 17, 2008
Locating Your Clients On The Estate Planning HierarchyClients and potential clients are often deterred from doing estate planning by a perception that the process is complicated and involved. The complexity of a ...
February 01, 2008
Estate planning is not succession planningEstate planning consists in part of deciding how property should be distributed at death. Succession planning focuses on decisions about the form of ownership and the organization and operation of the business, including the eventual transfer of the