Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Hidden Assets
By Staff WriterJohn Levitt, Esq., a licensed estate attorney and financial consultant with Professional Planning Services, LLC of AXA Advisors in Long Island, maintains that artwork must...
June 30, 2006
Flexibility in estate planningIn today's uncertain estate tax planning environment, life insurance trusts can offer choices for couples looking for flexibility in their financial planning. The single-life spousal irrevocable life insurance trust can provide financial flexibility
June 18, 2006
Building An Estate Planning Practice Using Seminar MarketingThe tips I am about to share with you require commitment, investment and the courage to believe. While I have counseled dozens of agents, managers ...
June 18, 2006
Building An Estate Planning Practice Using Seminar MarketingThe tips I am about to share with you require commitment, investment and the courage to believe. While I have counseled dozens of agents, managers ...
May 28, 2006
Advisors Need To Take Note Of The Client's 'Silent' AssetsThe next time you're chatting with a client who likes to speak ad nauseam about his or her passions, take note. The conversation could lead ...
May 28, 2006
Advisors Need To Take Note Of The Client's 'Silent' AssetsThe next time you're chatting with a client who likes to speak ad nauseam about his or her passions, take note. The conversation could lead ...
April 30, 2006
The Zero Estate Tax StrategyI once joined a meeting between a financial advisor and a client who had a $100 million estate. The advisor was sounding the alarm bell ...
April 30, 2006
The Zero Estate Tax StrategyI once joined a meeting between a financial advisor and a client who had a $100 million estate. The advisor was sounding the alarm bell ...