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
New Advisor Tools Address Estate Tax Uncertainty
By staff WriterA Midwestern insurer has rolled out a new web site to help keep clients' estate planning on track.
March 09, 2010
A Sickening SituationFor wealthy clients who employ domestic employees to help run their households, the health and financial exposures are more serious than they probably imagined.
March 09, 2010
Estate Tax Uncertainty ContinuesWe have a difference of opinion as to whether Congress can retroactively promulgate tax reform legislation, should they pass any.
March 04, 2010
Estate Planning in 2010Among the tasks that fall to survivors and executors of any estate, but certainly one in which there are substantial assets, is to gather the records of assets and accounts, values and costs. This may never have been more challenging than it is now.
March 03, 2010
Insurer Launches Special Needs Planning CenterA large insurance carrier is launching a dedicated unit for special needs planners who serve the financial needs of families and individuals with special needs.
March 03, 2010
The number one sales key: Listen to your clientsWhen a client is denied the chance to discuss their needs, a sale is practically out of the question.
March 01, 2010
Brown & Brown Acquires Benefits BusinessAn insurance distributor has bought the benefits brokerage assets of DiMartino Associates Inc.
March 01, 2010
Make this your game-changing selling yearStop wasting your valuable sales time on less than stellar sales results.