Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Pru Publishes Estate Planning Toolkit
By Staff WriterPrudential Financial Inc. has developed a CD aimed at producers interested in estate planning issues.The CD includes discussions of topics such as transfer tax strategies ...
April 02, 2006
How SVUL Hybrids Offset Estate Planning RisksClients intending to leave a legacy to children and grandchildren have a need for estate planning. They want to avoid the bite of estate taxes ...
October 28, 2005
Sales Ideas For Single Asset Estate PlanningComprehensive estate planning may be an important and effective exercise for many prospects and clients, but the process can be as long and arduous ...
October 27, 2005
Single Asset Estate PlanningAsset TransferAnnualLife Insurance Policy PaymentsUnder-performing assetSingle Premium Immediate Annuity Death Benefit Children or GrandchildrenIncome Stream TransferFor Owner's life For spouse's lifeOwner's IRA Spouse's IRA ...
October 27, 2005
Sales Ideas For Single Asset Estate PlanningComprehensive estate planning may be an important and effective exercise for many prospects and clients, but the process can be as long and arduous ...
October 20, 2005
Ouch! Tabulating The Cost Of Ta BlundersDefective wills and estate plans can cost a bundlePoor counsel and errors of omission can give advisors with otherwise sterling reputations a bad name. ...
October 19, 2005
Nuances Of Estate PlanningBy Jack BoboEstate planning, sometimes called financial planning, can be divided into two broad categories--estate creation and estate conservation. The logic of life insurance ...
October 19, 2005
Ouch! Tabulating The Cost Of Ta BlundersDefective wills and estate plans can cost a bundlePoor counsel and errors of omission can give advisors with otherwise sterling reputations a bad name. ...