Most Recent Estate Planning Articles

Maximizing grandparents' gifts toward college financial planning
Article By Robert Link
May 20, 2013

The IRA rollunder — a concept with guaranteed results
Article By Jeffrey Berson
May 17, 2013

Portability versus credit shelter trusts
Article By Julius Giarmarco
May 7, 2013

Upgrade your estate plan with the OBIT and the 412(e)(3)
Article By Nicholas Paleveda MBA J.D. LL.M
May 2, 2013

Why five-year FIA reset products are dumb and dumber right now
Article By Kevin Startt
April 26, 2013

Take action to help protect your clients’ retirement plans, Pt. 2
Article By Paul Cross
April 25, 2013

The four pillars of legacy planning
Article By Deborah Lavinsky
April 11, 2013

2 insider secrets top advisors use to close more cash value life insurance sales
Article By Lew Nason
April 9, 2013

Perfect your presentation by keeping it simple
Article By Karlan Tucker
March 29, 2013

Insuring foreign nationals: Changes in underwriting criteria create new planning opportunities
Article By Ron Roth
March 28, 2013

Buy term and invest the difference — not anymore!
Article By Nicholas Paleveda MBA J.D. LL.M
March 27, 2013

American Taxpayer Relief Act of 2012 — How life insurance can remain a solution
Article By John F Elder
March 26, 2013

Rethinking planning for couples with estates under $5 million
Article By Julius Giarmarco
March 21, 2013

The bad advice physicians and business owners still get from financial advisors
Article By Ike Devji
March 21, 2013

Planning our digital estate
Article By David Shields
March 20, 2013

Filial responsibility — Who’s left holding the bag?
Article By Jeff Reed
March 20, 2013

Estate equalization
Article By Ed Morrow
February 27, 2013

Why you should stay away from Section 79 life insurance plans
Article By Roccy DeFrancesco
February 21, 2013

Why do the affluent often fail to protect the family fortune?
Article By Steve Savant
February 21, 2013

Tax Act increases income taxation of trusts
Article By Julius Giarmarco
February 12, 2013

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