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
Elder care planning: An important part of the long-term care message
By Shawn BrittYour aging clients and their children need to prepare for much more than just long-term care.
August 19, 2013
Endangered estate planning tools? At least we still have life insuranceSeveral estate planning tools are being targeted by Congress, but simple life insurance might be the best choice for your client anyway.
August 19, 2013
Endangered estate planning tools? At least we still have life insuranceSeveral estate planning tools are being targeted by Congress, but simple life insurance might be the best choice for your client anyway.
August 15, 2013
What you don't know about the estate taxFive facts about the tax, no ideology or rhetoric included.
August 15, 2013
What you don't know about the estate taxFive facts about the tax, no ideology or rhetoric included.
August 15, 2013
2 reasons to review your clients' ILITs nowHigher premiums and new estate tax laws may have changed your clients' irrevocable life insurance trust needs.