Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate and Charitable Planning For The Family Home
By Jim AllenFor many moderate and high net-worth clients, estate planning often focuses on the personal residence or family home.
March 31, 2009
Live Long and ProsperIn addition to all the other balls the Obama administration is currently juggling, it looks as if it also plans to prevent the possibility of ...
March 01, 2009
Growth Through Strategic AlliancesOf three main routes to business growth -- capturing additional assets from existing clients, getting new clients via referrals from existing clients, and forming strategic...
February 24, 2009
Estate Planning for Same-Sex and Unmarried CouplesSame-sex couples and heterosexual unmarried couples are increasingly visible, vocal, and currently comprise a large segment of our nation's population.
February 23, 2009
Estate Planning for Same-Sex and Unmarried CouplesSame-sex couples and heterosexual unmarried couples are increasingly visible, vocal, and currently comprise a large segment of our nation's population.
February 02, 2009
Estate Planning Is More Than A Numbers GameDuring my quarter-century of advanced sales consulting, I've heard life insurance agents make some variation of the following statement literally hundreds of times: "I've got a guy who's worth $20 million...
February 01, 2009
Estate Planning Is More Than A Numbers GameDuring my quarter-century of advanced sales consulting, I've heard life insurance agents make some variation of the following statement literally hundreds of times: "I've got a guy who's worth $20 million...
January 22, 2009
Now's the time for estate planningNow is a great time for estate planning, and many planners are turning to grantor-retained annuity trusts to do that, writes the Wall Street Journal. The...