Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
10 estate planning tasks your client should do before 2013
By Jonathan A. Mintz, J.D.Before the ball drops this New Year's Eve, make sure your clients haven't dropped the ball when it comes to estate planning.
September 03, 2012
What did you enjoy most about a recent seminar?My neighbor where I live loves to go to seminars. She decides whether shes going to go based on where its being held, whether its a restaurant she likes or not.
August 27, 2012
Romney’s Tax Returns Reveal Lessons on Keeping Wealth in the FamilyThe tax returns the Romney camp has released show a number of sophisticated wealth transfer and estate planning strategies that have led to an estimated $100 million fortune now held outside of the estate.
August 13, 2012
ArtBanc and NFP Form Alliance to Advise Fine Art OwnersHolders of significant collections of paintings, sculpture, photography or jewelry face unique estate planning and tax issues.
July 19, 2012
Seniors Talk About Seminar ExperienceWe recently talked with a group of seniors to get their thoughts on seminars. Read on to hear what they had to say.
July 19, 2012
Seniors Talk About Seminar ExperienceWe recently talked with a group of seniors to get their thoughts on seminars. Read on to hear what they had to say.
July 17, 2012
Beneficial Estate Planning ClimateAmerican General Life Companies (American General) are poised to help clients, prospective clients and their advisors capitalize on the unique estate planning environment that we currently and transiently find ourselves in.
July 17, 2012
Beneficial Estate Planning ClimateAmerican General Life Companies (American General) are poised to help clients, prospective clients and their advisors capitalize on the unique estate planning environment that we currently and transiently find ourselves in.