Most Recent Estate Planning Blogs

5 questions to discuss with every client
Blog By Charlie Gipple
November 2, 2015

Pension plans, cash balance plans, 412(e)(3) plans and restricted property trusts
Blog By Nicholas Paleveda MBA J.D. LL.M
September 15, 2015

The buy/sell agreement: Long-term care planning for couples
Blog By Mike Padawer
August 19, 2015

Pre-need insurance vs. final expense insurance
Blog By Courtney Hosking
April 16, 2015

Why the biggest villain in estate planning is procrastination
Blog By Steve Savant
March 23, 2015

Real life heroes
Blog By Emily Holbrook
March 3, 2015

Why foreign nationals married to Americans can be a way to advertise
Blog By Steve Savant
February 27, 2015

Cloud-based Internet technology: an estate planning opportunity
Blog By Gary Engholm
February 18, 2015

Another college planning opportunity
Blog By Andy Hickman
January 27, 2015

Savings and needs: a matter of perspective
Blog By Jim Katzaman
January 22, 2015

On the Third Hand: Living will
Blog By Allison Bell
January 13, 2015

Life insurance myths keep you broke
Blog By Jim Katzaman
November 24, 2014

A town where everyone talks about death?
Blog By Christopher P. Hill
October 8, 2014

Being interested closes more sales
Blog By Lew Nason
September 8, 2014

Financial planning: The good, the bad and the ugly
Blog By Jim Katzaman
August 26, 2014

Temporary life for income planning
Blog By Mike McGlothlin CFP®, CLU, ChFC, LUTCF
August 18, 2014

Common mistakes some smart women still make with money, estates and legal planning
Blog By Ike Devji
August 15, 2014

Medicaid spend-down using funeral trusts
Blog By Michael O'Dell
August 12, 2014

How much will I get if I sell my life insurance policy?
Blog By Erez Rotem
July 18, 2014

Dealing with CRAP — credibly that reduces acquired problems
Blog By Clif Albino CHFC LUTCF
July 15, 2014

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