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
Due diligence? Get serious (Part II)
By Steven McCartyLast month, I discussed how due diligence went past due in our business ... with devastating results. This month, I'd like to talk about the resurgence of due diligence--and what it all means. Clearly, the lack of due diligence has
February 24, 2009
Estate Planning for Same-Sex and Unmarried CouplesSame-sex couples and heterosexual unmarried couples are increasingly visible, vocal, and currently comprise a large segment of our nation's population.
February 23, 2009
Estate Planning for Same-Sex and Unmarried CouplesSame-sex couples and heterosexual unmarried couples are increasingly visible, vocal, and currently comprise a large segment of our nation's population.
February 02, 2009
Estate Planning Is More Than A Numbers GameDuring my quarter-century of advanced sales consulting, I've heard life insurance agents make some variation of the following statement literally hundreds of times: "I've got a guy who's worth $20 million...
February 02, 2009
Flexible Strategies To Deploy In Uncertain TimesAccording to the Tax Policy Center, as a candidate for President, Barack Obama said he would make the estate tax permanent...
February 01, 2009
Estate Planning Is More Than A Numbers GameDuring my quarter-century of advanced sales consulting, I've heard life insurance agents make some variation of the following statement literally hundreds of times: "I've got a guy who's worth $20 million...
February 01, 2009
Flexible Strategies To Deploy In Uncertain TimesAccording to the Tax Policy Center, as a candidate for President, Barack Obama said he would make the estate tax permanent...
February 01, 2009
Taking Advantage of a Down EconomyDifficult economic times can provide an excellent opportunity for affluent clients to make strategic moves that can help reduce taxes and more efficiently transfer assets...