Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
No more estate planning excuses
By Philip E. HarrimanWith a permanent estate tax law in place, clients no longer have a reason to hold off on meeting with an advisor.
January 17, 2013
8 estate planning lessons from "Downton Abbey"What TV's grandest estate can teach you (and your clients) about wealth transfer, insurance and other financial matters.
January 17, 2013
8 estate planning lessons from "Downton Abbey"What TV's grandest estate can teach you (and your clients) about wealth transfer, insurance and other financial matters.
January 15, 2013
Demand Grows for Business Succession Planning as Boomers RetireThe vast majority of financial planning professionals expect growth in this field in the next five years, according to a new survey.
December 10, 2012
How to Make Yourself Stand Out From the CompetitionCredentials are good, tools are important and your process may be your most critical offering. However, your key differentiator is starting at you in the mirror.
November 30, 2012
Estate Planning: A Proper TransferProperty can take on many forms, so being able to discuss the post-death transfer of all types of property with your clients can give you an edge as a trusted professional advisor.
November 29, 2012
Estate planning for young familiesMost young people don't expect to die early, but that doesn't mean they shouldn't plan for the possibility.
November 29, 2012
Estate planning for young familiesMost young people don't expect to die early, but that doesn't mean they shouldn't plan for the possibility.