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
Double your speed to the close
By Steven McCartyAre you truly operating as a fiduciary?
November 19, 2013
How to target today’s senior marketBoomers are approaching retirement in their own unique way. Heres what you need to know.
November 18, 2013
Football concussion concerns — and the insurance product that can helpKids who play football (and other contact sports) are at increased risk for concussions ... and hefty medical bills.
November 18, 2013
Football concussion concerns — and the insurance product that can helpKids who play football (and other contact sports) are at increased risk for concussions ... and hefty medical bills.
November 14, 2013
4 specialty trusts your clients might needDo your clients want more control over how heirs spend their money? These solutions can help.
November 14, 2013
4 specialty trusts your clients might needDo your clients want more control over how heirs spend their money? These solutions can help.
November 13, 2013
A month after the shutdown, Republicans are more trusted to govern than ObamaShutting down the government might be less damaging to your career than reforming health care.
November 12, 2013
3 ways survivorship life can help younger clientsNo longer just for estate planning, survivorship universal life products can help with many other needs.