Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Tiger 21 Adds Estate Planning to Peer-to-Peer Feedback Program
By Michael S. FischerThe group's popular Portfolio Defense program will now include estate planning, philanthropy, business evaluation and risk management.
May 24, 2012
Boomers Aren't Interested in Leaving Money to HeirsMost boomers and elders say family stories, not money, are the most important aspect of their legacy.
May 21, 2012
Estate Planning: Focus on the Legacy, Not the Tax BillAs the current estate tax sunsets and uncertainty approaches, reframe your discussions with clients to focus on legacy planning rather than estate tax solutions.
May 16, 2012
Pet Estate Planning: It's Easier than Ever to Include Your Pets in Your Estate Plan (Chicago Tribune)Animal law among fastest-growing legal specialties as more and more states allow owners to pass on assets to their pets.
May 11, 2012
Natalie Choate Talks Estate Planning & AnnuitiesThe tax planning expert spoke about annuities in IRAs and Qualified Lifetime Annuity Contracts.
May 11, 2012
Natalie Choate Talks Estate Planning & AnnuitiesThe tax planning expert spoke about annuities in IRAs and Qualified Lifetime Annuity Contracts.
May 10, 2012
Natalie Choate’s Newest Estate Planning TipsTo judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.
May 02, 2012
Parents, Pets and Online Presence: New Concerns for Modern Estate Planners (AdvisorOne)Estate planners should advise clients to consider planning for dependents, pets and intangible digital assets.