Estate Planning

Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.

Trusts and Estates

Tiger 21 Adds Estate Planning to Peer-to-Peer Feedback Program

By Michael S. Fischer
Boomers Aren't Interested in Leaving Money to Heirs

May 24, 2012

Boomers Aren't Interested in Leaving Money to Heirs
Estate Planning: Focus on the Legacy, Not the Tax Bill

May 21, 2012

Estate Planning: Focus on the Legacy, Not the Tax Bill
Pet Estate Planning: It's Easier than Ever to Include Your Pets in Your Estate Plan (Chicago Tribune)

May 16, 2012

Pet Estate Planning: It's Easier than Ever to Include Your Pets in Your Estate Plan (Chicago Tribune)
Natalie Choate Talks Estate Planning & Annuities

May 11, 2012

Natalie Choate Talks Estate Planning & Annuities
Natalie Choate Talks Estate Planning & Annuities

May 11, 2012

Natalie Choate Talks Estate Planning & Annuities
Natalie Choate’s Newest Estate Planning Tips

May 10, 2012

Natalie Choate’s Newest Estate Planning Tips
Parents, Pets and Online Presence: New Concerns for Modern Estate Planners (AdvisorOne)

May 02, 2012

Parents, Pets and Online Presence: New Concerns for Modern Estate Planners (AdvisorOne)