Most Recent Estate Planning Articles

Companies are dumping caps on EIUL renewals
Article By Roccy DeFrancesco
August 29, 2014

Don't die in the saddle — succession planning for financial advisors
Article By Jeffrey Berson
August 27, 2014

Show clients the important role life insurance can play in retirement
Article By Channing Schmidt, JD, CFP
August 22, 2014

Life insurance: a vital debt management and asset protection tool for young doctors
Article By Ike Devji
August 20, 2014

Should annuities ever go into an IRA?
Article By Julius Giarmarco
August 8, 2014

The power of life insurance beneficiary designations
Article By Nicholas Paleveda MBA J.D. LL.M
August 4, 2014

Decumulation and selling into a loss
Article By Jeff Reed
July 22, 2014

The big five: The 2014 Retirement Advisor magazine's Advisor of the Year finalists
Article By Paul Wilson
July 18, 2014

ING, DING and NING trusts
Article By Julius Giarmarco
July 10, 2014

Living and dying with dignity: The right combination of life, LTC and critical illness
Article By Jeff Reed
July 8, 2014

What is an ILIT — and why doctors and business owners should use it
Article By Ike Devji
July 1, 2014

Overlooked life insurance opportunities in your state
Article By Jeff Reed
June 6, 2014

Thinking about a securities license? Do it for the right reasons
Article By Paul Mallett
June 4, 2014

How does an ESOP benefit your practice?
June 4, 2014

Business owners need your help right now
Article By Paul Mallett
May 27, 2014

Effective succession planning
May 22, 2014

Analyzing the value of life insurance as an asset
Article By Jordan Smith
May 20, 2014

From joint to single filer: Unintended tax consequences for surviving spouses
Article By Jeff Reed
May 15, 2014

President’s plans for estate, gift and GST taxes
Article By Julius Giarmarco
May 9, 2014

The importance of developing and documenting a prudent TOLI risk management process
Article By E. Randolph Whitelaw
May 7, 2014

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