Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
8 Estate Planning Mistakes to Avoid
By Ed McCarthy, CFP, RICPWe asked several advisors to identify the most common mistakes they encounter from other financial planners.
February 27, 2012
George Clooney Makes Estate Planning Sexy (Forbes)"The Descendants" calls attention to estate planning issues on the big screen.
January 05, 2012
Estate Planning and Other Existential Agitations (Huffington Post)Depending on what source you look at, roughly 58 to 64 percent of Americans haven't done any form of estate planning whatsoever. Debra Ollivier explores why.
December 31, 2011
Do you know how your advisor is compensated?I think its by commissionIm sure it is. I vaguely recall him disclosing that information to us in writing when we made our first sale with him.
December 16, 2011
Beyond Estate Planning—Heritage Planning for Families, Pt. 3: The Guided DiscoveryPresenting a unique kind of interview process to help couples and familiesyour clientsidentify their familys unique values
December 14, 2011
Seniors Speak Out on Advisor CompensationThe debate over advisor compensation has been heating up lately so we reached out to seniors to get their thoughts on this timely topic.
November 22, 2011
Pass The Turkey With A Side Of MORE Celebrity Estate Planning Stories (Forbes)Want to broach the controversial subject of estate planning over Thanksgiving dinner this week? Try using a celebrity anecdote to get family members more comfortable talking about hard decisions.
November 22, 2011
Pass The Turkey With A Side Of MORE Celebrity Estate Planning Stories (Forbes)Want to broach the controversial subject of estate planning over Thanksgiving dinner this week? Try using a celebrity anecdote to get family members more comfortable talking about hard decisions.