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By Philip E. Harriman |
May 14, 2013
Having a succession plan in place is good for you ... and your clients.
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By Bill Coffin |
May 8, 2013
Roman Blum died without bequeathing his vast fortune to anyone or anything. How is that even possible?
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By Louis S. Shuntich |
April 24, 2013
With a life insurance-backed donation, clients can keep giving back, even after they’re gone.
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By Channing T. Schmidt |
April 12, 2013
A protection spousal limited access trust can provide married couples with an estate planning option that better suits their needs.
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By Erik Hartstrom |
April 10, 2013
Parents who fail to plan are leaving their children's future to chance.
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By Robert Bloink and William H. Byrnes |
April 8, 2013
The Obama administration's budget proposal could put certain kinds of trusts on the chopping block.
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By Tax Facts Online |
April 3, 2013
We've got the answers to some of your toughest estate planning tax questions.
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By Russell E. Towers, J.D., CLU, ChFC |
March 29, 2013
Your clients can own life insurance inside a qualified retirement plan. But should they?
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By Laura Stover |
March 28, 2013
Overall wealth may be less important than in what vehicle your client’s assets are held.
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By David Port |
March 26, 2013
Though Congress settled some tax policy issues, other changes loom on the horizon.