inheritance

• 

  No estate plan? 3 reasons your clients' children are at risk

  By Erik Hartstrom  |  April 10, 2013

  Parents who fail to plan are leaving their children's future to chance.

• 

  Legacy planning with IRAs

  By Philip E. Harriman  |  March 6, 2013

  Leaving heirs an IRA could create a legacy of fees, taxes and, potentially, debt.

• 

  How to protect life insurance beneficiaries from a windfall

  By William H. Byrnes, Esq., and Robert Bloink, Esq., LL.M.  |  March 4, 2013

  Policy owners can now control how and when their beneficiaries will receive life insurance proceeds.

• 

  Boomer-plus clients talk about their finances

  By Daniel Williams  |  March 1, 2013

  Boomer and senior clients tell us whether they share their financial information with their children.

• 

  Blood & Money: Why Families Fight Over Inheritance

  By P. Mark Accettura, J.D.  |  June 26, 2012

  Those clients fighting over family photo albums and Mom's jewelry are actually arguing about so much more. Here's how you can help defuse the situation.

• 

  Why You Still Shouldn’t Gamble on Gift and Estate Taxes

  By Andrew Rice, Money Management Services  |  April 24, 2012

  You should push your clients to gift their assets ahead of this year's estate tax sunset, right? It's not that simple.

• 

  Build a Lasting Legacy

  By Michelle L. Hoesly  |  November 22, 2011

  Life insurance can gift a charity while preserving an inheritance for a client’s heirs.