legacy

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  Maximizing Modest Legacies

  By Hugh F. Smart, J.D., CLU, ChFC  |  August 15, 2012

  Income, not estate, taxes are likely a bigger problem for clients who plan to leave a modest legacy. If a client’s estate is tied up in an IRA, consider these steps to limit the tax blow for future beneficiaries.

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  Focus on the Legacy, Not the Tax Bill

  By Victor Sanchez, M.B.A., CLU  |  June 1, 2012

  As the current estate tax sunsets and uncertainty approaches, reframe your discussions with clients to focus on legacy planning rather than estate tax solutions.

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  Boomers Aren't Interested in Leaving Money to Heirs

  By Paula Aven Gladych  |  May 24, 2012

  Most boomers and elders say family stories, not money, are the most important aspect of their legacy.

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  Estate Planning: Focus on the Legacy, Not the Tax Bill

  By Victor Sanchez, M.B.A., CLU  |  May 21, 2012

  As the current estate tax sunsets and uncertainty approaches, reframe your discussions with clients to focus on legacy planning rather than estate tax solutions.