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
We must embrace Dave Ramsey as an expert
By Rodney BallanceRamsey's advice is bad, but you shouldn't tell your clients that.
November 05, 2013
Why it’s time to embrace asset-based long-term care productsLife insurance and annuity hybrids are increasingly delivering the kind of coverage clients want and need.
November 05, 2013
Why it’s time to embrace asset-based long-term care productsLife insurance and annuity hybrids are increasingly delivering the kind of coverage clients want and need.
November 04, 2013
How Twitter can slash your client's tax billAhead of Twitter's IPO, its executives are using estate planning strategies that could benefit your non-mogul clients, too.
November 04, 2013
How Twitter can slash your client's tax billAhead of Twitter's IPO, its executives are using estate planning strategies that could benefit your non-mogul clients, too.
October 30, 2013
What LTCI can learn from life insuranceIt's common to urge younger people to buy life insurance. Why not LTCI, too?
October 30, 2013
What LTCI can learn from life insuranceIt's common to urge younger people to buy life insurance. Why not LTCI, too?
October 29, 2013
Tax Court Provides Help for Estate Planning Using Gift Tax ValuationReversing course, the Tax Court recently blessed a valuation strategy for lifetime gifts that can be used to reduce overall estate tax liability.