Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Fixing an incorrectly drafted estate plan: A case study
By Tom NawrockiThis case study is an important reminder that mistakes do happen in complicated transactions.
December 02, 2014
Anthony Marshall, great-grandson of Prudential founder, dies at 90The World War II veteran and diplomat played a role in a high-profile guardianship case.
November 26, 2014
Under the Hood: How Much Life Insurance Should You Buy?Most methods of determining how much, and what type, of life insurance a client needs are imperfect. Here's how I do it.
November 25, 2014
What doctors and families have that advisors don’tThe CFA Institutes Bob Stammers argues that financial advice is ultimately about behavior change, which only a relationship of trust can foster.
November 24, 2014
4 Tips for Earning Credibility as a Young ProfessionalMy career in financial planning began almost a decade ago.
November 24, 2014
In Search of the Best Financial Planning Software: NaviPlanAfter a two-hour demo of NaviPlan, my decision on which financial planning software to adopt has gotten more difficult.
November 18, 2014
3 Critical Reasons Your HNW Clients Need a P&C Insurance ReviewEstate planning to preserve wealth is getting more complex, and if a clients property and casualty insurance doesnt keep up, youre asking for trouble.
November 14, 2014
Help Your Clients Avoid Paying Taxes They Don’t Really OweThe IRS won't tell you your clients are overpaying since the law assigns the burden of cost-basis reporting to the individual taxpayer.