Estate Planning

Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.

National Underwriter Unit Publishes Estate Planning CD-ROM Course

August 23, 2001

National Underwriter Unit Publishes Estate Planning CD-ROM Course
Phoenix Survey Results Suggest Tax Law May Have Little Effect On Estate Planning

August 02, 2001

Phoenix Survey Results Suggest Tax Law May Have Little Effect On Estate Planning
Editorial: Congress Should Be Ashamed Of This Dishonest 'Repeal'

June 10, 2001

Editorial: Congress Should Be Ashamed Of This Dishonest 'Repeal'
Not Talking To Estate Planning Clients About Business Insurance? Why Not?

June 10, 2001

Not Talking To Estate Planning Clients About Business Insurance? Why Not?
Lehman Predicts EGTRA Will Cut Estate Planning Insurance Revenue By One-Third

June 08, 2001

Lehman Predicts EGTRA Will Cut Estate Planning Insurance Revenue By One-Third