Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
How to Make Yourself Stand Out From the Competition
By Mike PattonCredentials are good, tools are important and your process may be your most critical offering. However, your key differentiator is starting at you in the mirror.
November 29, 2012
Estate planning for young familiesMost young people don't expect to die early, but that doesn't mean they shouldn't plan for the possibility.
November 13, 2012
10 estate planning tasks your client should do before 2013Before the ball drops this New Year's Eve, make sure your clients haven't dropped the ball when it comes to estate planning.
November 13, 2012
10 estate planning tasks your client should do before 2013Before the ball drops this New Year's Eve, make sure your clients haven't dropped the ball when it comes to estate planning.
October 17, 2012
BMO survey: most Canadians will hold children’s inheritance in trustMore than two-thirds of Canadians say their children's inheritance will be held in trust until the children reach a certain age, with one-third placing that age between 22 and 30, according to new research.
September 03, 2012
What did you enjoy most about a recent seminar?My neighbor where I live loves to go to seminars. She decides whether shes going to go based on where its being held, whether its a restaurant she likes or not.
August 27, 2012
Romney’s Tax Returns Reveal Lessons on Keeping Wealth in the FamilyThe tax returns the Romney camp has released show a number of sophisticated wealth transfer and estate planning strategies that have led to an estimated $100 million fortune now held outside of the estate.
August 13, 2012
ArtBanc and NFP Form Alliance to Advise Fine Art OwnersHolders of significant collections of paintings, sculpture, photography or jewelry face unique estate planning and tax issues.