Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Put Estate Planning On Your Clients' Radar Screen
By Patrick SmithThe Economic Growth and Tax Relief Reconciliation Act of 2001 earmarked the federal estate tax for a one-year repeal in 2010, with full reinstatement in ...
July 01, 2007
The "Whole" Truth on Estate PlanningNothing beats whole life insurance for providing security and flexibility in estate planning. Perhaps that sounds like an overly broad and bold statement. But I ...
July 01, 2007
The "Whole" Truth on Estate PlanningNothing beats whole life insurance for providing security and flexibility in estate planning. Perhaps that sounds like an overly broad and bold statement. But I ...
July 01, 2007
Getting Your Affairs in OrderDeath. No one likes to confront it, but Wynne Whitman is in the business of serving clients who must face it, and is now trying...
May 06, 2007
Selling Insurance For Estate PlanningDon't be afraid of estate planning. So long as you have a good relationship with the client, then you can bring in other advisors to ...
May 06, 2007
Selling Insurance For Estate PlanningDon't be afraid of estate planning. So long as you have a good relationship with the client, then you can bring in other advisors to ...
March 11, 2007
Engineering An Estate Plan For A House DividedDeveloping an estate plan that is satisfactory to all parties is challenging enough when family members are divided over the rights to assets.
March 11, 2007
Estate Planning Toolbox for the Blended Family...Go with cover spread in box. File #L10housedivided_checklist. Estate Planning Toolbox for the Blended Family...? The prenuptial agreement -- A prenup that separates intended ...