Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate Planning for Beginners
By Charles K. Hirsch, CLUThree top producers talk about what it takes to break into estate planning and the value of a good team in this line of work.
March 27, 2012
Do Estate Planning Attorneys Make Good Strategic Alliance Partners?Yes, but there are some differences in how they work with their clients that need to be taken into account.
March 27, 2012
Do Estate Planning Attorneys Make Good Strategic Alliance Partners?Yes, but there are some differences in how they work with their clients that need to be taken into account.
March 22, 2012
KIS-ing Estate PlanningTheres only one rule when it comes to working with clients on their estates: Keep it simple.
March 22, 2012
KIS-ing Estate PlanningTheres only one rule when it comes to working with clients on their estates: Keep it simple.
March 20, 2012
With More Blended Families, Estate Planning Gets Ugly (USA Today)Health-care costs, blended families making inheritances smaller.
March 20, 2012
With More Blended Families, Estate Planning Gets Ugly (USA Today)Health-care costs, blended families making inheritances smaller.
March 19, 2012
Today's Opportunities in Estate PlanningThree top producers weigh in on the risks for and opportunities in estate planning, today and in the future.