Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Market To Estate Planning Prospects Now
By Linas SudziusThe future of federal estate taxes is uncertain. The $2 million current estate tax exemption is scheduled to increase in 2009, supernova in 2010, and ...
June 08, 2008
Disclaiming: A Powerful And Flexible Estate Planning ToolThe disclaimer option is a commonly overlooked yet powerful postmortem estate-planning vehicle available to most beneficiaries, personal representatives and other appointed executors. By definition, a ...
June 08, 2008
Disclaiming: A Powerful And Flexible Estate Planning ToolThe disclaimer option is a commonly overlooked yet powerful postmortem estate-planning vehicle available to most beneficiaries, personal representatives and other appointed executors. By definition, a ...
June 01, 2008
Estate Planning For Your Client's Best FriendEstate planning is for anything but the dogs. Or so it would seem to animal owners who find the profession bereft of advisors who know ...
June 01, 2008
Estate Planning For Your Client's Best FriendEstate planning is for anything but the dogs. Or so it would seem to animal owners who find the profession bereft of advisors who know ...
May 11, 2008
Estate Planning For The 'Non-Traditional' CoupleSame-sex couples do not enjoy the rights afforded to heterosexual counterparts under federal law, but strategies are available to help them achieve their estate planning ...
May 11, 2008
Estate Planning For The 'Non-Traditional' CoupleSame-sex couples do not enjoy the rights afforded to heterosexual counterparts under federal law, but strategies are available to help them achieve their estate planning ...
March 30, 2008
Tips On Creating Successful Estate Planning SeminarsWhen you hear really successful people talk about their success "in the seminar business," they seldom share the fact that seminar selling has changed. Before ...