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
A Simple Way to Explain A Life Insurance Legacy
By Brian HeckertEven seniors with modest means can pass along a gift to their heirs.
March 01, 2012
A Simple Way to Explain A Life Insurance LegacyEven seniors with modest means can pass along a gift to their heirs.
March 01, 2012
Post-Election Estate Tax Fix?Tax issues will figure prominently in the goings-on in Washington this presidential election year, with the consensus among tax specialists being that Congress is most likely to address the estate tax when it decides late this year whether to extend the Bush tax cuts.
March 01, 2012
At SSG Conference, CEO Mangan Focuses on Trust and IndependenceAt first national conference of Shareholders Service Group, leader Peter Mangan says fiduciary standard shows investors who they can trust.
March 01, 2012
8 Estate Planning Mistakes to AvoidWe asked several advisors to identify the most common mistakes they encounter from other financial planners.
March 01, 2012
8 Estate Planning Mistakes to AvoidWe asked several advisors to identify the most common mistakes they encounter from other financial planners.
February 29, 2012
Heritage Planning Pt. 6, Enhancing Multi-Generation CommunicationA key part of the family governance process: holding a family event called Heritage Day.
February 29, 2012
Reputation death, Part 4:Always recommend high-value and low- or moderate-cost products.