Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Buy-sell planning is the new estate planning
By William P. StarkThat hole the new estate tax left in your business? Plug it with business planning.
February 06, 2013
No more estate planning excusesWith a permanent estate tax law in place, clients no longer have a reason to hold off on meeting with an advisor.
February 06, 2013
No more estate planning excusesWith a permanent estate tax law in place, clients no longer have a reason to hold off on meeting with an advisor.
January 17, 2013
8 estate planning lessons from "Downton Abbey"What TV's grandest estate can teach you (and your clients) about wealth transfer, insurance and other financial matters.
January 17, 2013
8 estate planning lessons from "Downton Abbey"What TV's grandest estate can teach you (and your clients) about wealth transfer, insurance and other financial matters.
January 15, 2013
Demand Grows for Business Succession Planning as Boomers RetireThe vast majority of financial planning professionals expect growth in this field in the next five years, according to a new survey.