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
Charitable giving with life insurance: 4 fall planning ideas
By Brett BergWith asset values rising for some clients, charitable planning may be back as an attractive opportunity in 2016.
October 04, 2016
How to target millennials with life insurance marketingWhen done well, working with younger generations of clients can be a win-win for everyone.
October 04, 2016
How to target millennials with life insurance marketingWhen done well, working with younger generations of clients can be a win-win for everyone.
September 27, 2016
Community Property: When Federal-State IRA Rules CollideSorting out the state community property rules and IRS rules on beneficiary designations in retirement accounts.
September 14, 2016
Pre-election estate and life insurance planningWith just under two months until Election Day 2016, its worth considering how each candidates proposals could affect your clients estate plans.
September 14, 2016
Pre-election estate and life insurance planningWith just under two months until Election Day 2016, its worth considering how each candidates proposals could affect your clients estate plans.
September 14, 2016
GRAT Valuation Discounts Disappearing SoonClients have a short window to use valuation discounts for transfers of interest in family businesses under Treasurys current rules.
September 06, 2016
RUFADAA: The most important law you’ve never heard ofRUFADAA solves many of the problems faced when executing a legal digital estate plan, but it isn't yet federal law.