Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Obama Budget Endangers Some Estate Planning Techniques
By Michael S. FischerLoophole closure would severely reduce wealth planners arsenal.
March 07, 2013
China’s Millennials don’t face a generation gap—it’s more like a chasmChina's Millennials are trying to support their parents and themselves in tough economic times.
March 07, 2013
A post-fiscal cliff guide to estate taxesA look at how the fiscal cliff fix changed estate taxes and how it can boost your business.
March 07, 2013
A post-fiscal cliff guide to estate taxesA look at how the fiscal cliff fix changed estate taxes and how it can boost your business.
February 28, 2013
Estate planning among top offerings in group legal servicesLegal assistance for drafting wills and estate plans is offered by 26 percent of voluntary group legal plans at large organizations.
February 28, 2013
Estate planning among top offerings in group legal servicesLegal assistance for drafting wills and estate plans is offered by 26 percent of voluntary group legal plans at large organizations.
February 26, 2013
5 March Madness estate planning tipsWhether Final Four-ing or just fact finding, a lot of the lessons are the same.
February 26, 2013
5 March Madness estate planning tipsWhether Final Four-ing or just fact finding, a lot of the lessons are the same.