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
How to target today’s senior market
By Bryce SandersBoomers are approaching retirement in their own unique way. Heres what you need to know.
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.
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.
November 12, 2013
Democrats, Republicans join to fix trust glitchCurrent law bars people with disabilities from setting up their own special needs trusts.
November 08, 2013
Captive insurance companies and life insurance: A very bad combinationShould a captive purchase a whole life policy as part of its investment portfolio? Probably not.