Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
100 questions to ask in an estate planning interview
By L. Paul Hood, Jr., Stephan R. LeimbergThe initial interview is critical in estate planning, both to shield against malpractice concerns and to ensure a stable and mutually beneficial client-advisor relationship.
July 28, 2014
Conventional wisdom in estate planning needs a changeWithout proper planning, retirement accounts could be susceptible to both income and estate taxes.
July 16, 2014
Bypass trusts after portabilityNew rules regarding portability have reduced some of the benefits of bypass trusts.
July 16, 2014
Bypass trusts after portabilityNew rules regarding portability have reduced some of the benefits of bypass trusts.
June 30, 2014
6 estate planning tips for womenOn average, women live six years longer than men; that creates several key differences in end-of-life planning issues.
June 30, 2014
6 estate planning tips for womenOn average, women live six years longer than men; that creates several key differences in end-of-life planning issues.
June 17, 2014
5 Things Senior Clients Wish Their Advisors KnewMore than 200 seniors responded to a survey by LifeHealthPro about their likes, needs, financial concerns, career outlook and asset base.
March 27, 2014
8 Key Tips to Keep HNW Clients Happy"Working with affluent people and the complex situations they bring is where it gets really fun, says Andrea Blackwelder of Wisdom Wealth Strategies.