Most Recent Estate Planning Articles

Don't forget to include powers of appointment in trust agreements
Article By Julius Giarmarco
March 9, 2015

Why the QLAC is the biggest news in 33 years
Article By Sean Ruggiero
February 18, 2015

6 top tax changes for 2015
Article By Dan Berman
February 5, 2015

Florida Supreme Court goes after the unauthorized practice of law
Article By Roccy DeFrancesco
January 28, 2015

Painless life insurance policy donations
Article By Timothy Lawler, CLU
January 27, 2015

The great estate tax debate: Should it stay or go?
Article By Ed Slott
January 26, 2015

Family businesses weak in succession planning
Article By Julius Giarmarco
January 20, 2015

10 things to know about whole life insurance
Article By Stephan R. Leimberg
January 19, 2015

Succession planning: Just be SMART
Article By Steven McCarty
January 19, 2015

Life Insurance: a dirty word, but a powerful gift
Article By Rebecca Kincaid
January 16, 2015

7 trends that will change the way we sell life insurance in 2015
Article By Warren Hersch
January 13, 2015

Succession planning: The family dream is alive
Article By Jason Charles
January 12, 2015

New lawsuit against agent for selling a VUL
Article By Roccy DeFrancesco
January 5, 2015

How not to argue with Dave Ramsey
Article By Antoine Orr
December 16, 2014

End of life planning — the missing piece to the financial puzzle
Article By Christopher P. Hill
December 11, 2014

Split-dollar loans
Article By Julius Giarmarco
December 9, 2014

Turkey time: 4 year-end review strategies
Article By Wendy Boglioli
November 26, 2014

Why Dave Ramsey secretly loves indexed life insurance
Article By Rodney Ballance
November 6, 2014

5 ways to improve your client's life insurance situation
Article By Allan Gersten
November 6, 2014

Estate planning for the modern family
Article By David Port
November 4, 2014

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