Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
What if grandma’s uninsurable?
By Russell E. Towers, J.D., CLU, ChFCWealthy grandparents can still leave a tax-advantaged legacy even if theyre unable to secure life insurance.
July 09, 2013
Selling to seniors in the post-Neasham eraThe verdict in the Glenn Neasham case has had a profound impact on how advisors sell annuities to their senior clients.
June 28, 2013
Iain (M.) Banks (1954-2013)The Scottish novelist was a master of dark, intelligent humor.
June 27, 2013
8 Big Estate Battles of the Rich and FamousNothing sets friends and family at each others throats more than an old-fashioned fight over money. Make it a dispute over a will and the fun really begins.
June 22, 2013
3 reasons your senior clients need an estate planThree advisors with senior-focused practices share their most persuasive estate planning arguments.
June 06, 2013
10 steps for avoiding estate planning mistakesSlip-ups can happen to the best of us. Make sure your clients pay attention to these key estate planning areas.
June 03, 2013
Making estate planning a family affairGetting younger generations involved in their elders' estate plans can help ensure all bases are covered.
June 03, 2013
Making estate planning a family affairGetting younger generations involved in their elders' estate plans can help ensure all bases are covered.