Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Fill The Estate Planning Gap By Linking The Benefits
By Warren S. HerschEven as industry players wait expectantly for the Pension Protection Act to kick in at year-end 2009, many are already enjoying a brisk and growing ...
September 24, 2006
Mutual Fund Firms Fall Short in Providing Wealth Transfer Tools and EducationMutual fund companies have long excelled at a core competency: providing advisors with investment planning strategies, information and services. But with a growing number of ...
September 24, 2006
Mutual Fund Firms Fall Short in Providing Wealth Transfer Tools and EducationMutual fund companies have long excelled at a core competency: providing advisors with investment planning strategies, information and services. But with a growing number of ...
September 01, 2006
Hidden AssetsJohn Levitt, Esq., a licensed estate attorney and financial consultant with Professional Planning Services, LLC of AXA Advisors in Long Island, maintains that artwork must...
July 13, 2006
Acordia Acquires Indiana FirmA large broker is scooping up a Midwestern financial services firm.Acordia Inc., Chicago, a unit of Wells Fargo & Company, San Francisco, has acquired the ...
July 01, 2006
Flexibility in estate planningIn today's uncertain estate tax planning environment, life insurance trusts can offer choices for couples looking for flexibility in their financial planning. The single-life spousal irrevocable life insurance trust can provide financial flexibility
June 30, 2006
Flexibility in estate planningIn today's uncertain estate tax planning environment, life insurance trusts can offer choices for couples looking for flexibility in their financial planning. The single-life spousal irrevocable life insurance trust can provide financial flexibility
June 18, 2006
Building An Estate Planning Practice Using Seminar MarketingThe tips I am about to share with you require commitment, investment and the courage to believe. While I have counseled dozens of agents, managers ...