Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Teach Us About Estate Planning
By Staff WriterNovember IA reader poll finds estate planning topping the list of educational subjects
June 17, 2004
Fee-Based Estate PlanningFor Closely Held Business OwnersI want to share with you why I changed from being a commission-only life insurance agent to a fee-based wealth advisor. ...
January 01, 2004
Getting It RightDo your clients have incorrect beneficiary designations? Sadly, the answer is probably yes. One leading tax authority and industry analyst estimates that 75% to 80%...
August 31, 2003
Estate Planning Can Be Challenging For Non-Traditional ClientsEstate Planning Can Be Challenging For Non-Traditional ClientsByLas Vegas When developing estate plans for clients, planners face a constantly changing and increasingly complex tax environment. ...
August 26, 2003
Survey: Women Business Owners Lag In Estate PlanningNU Online News Service, Aug. 26, 2003, 6:01 p.m. EDT -- Women who control established family-owned businesses may need more help with succession planning ...
August 24, 2003
A Time For Wait-and-See Estate Planning TechniquesA Time For Wait-and-See Estate Planning TechniquesEstate tax reform continues to sustain momentum--insurance producers, estate planners and clients continue to ask how to set up ...
June 29, 2003
Forget RepealFocus On Family Wealth Tranfer ChallengesForget Repeal--Focus On Family Wealth Transfer ChallengesRegardless of what the President and Congress decide to do with the estate, gift, and generation-skipping transfer tax system, ...
May 19, 2003
Met Special Needs Unit Teams With Nonprofit GroupsNU Online News Service, May 19, 2003, 4:55 p.m. EDT -- The MetDESK unit at MetLife Inc., New York, has formed marketing relationships with ...