Most Recent Estate Planning Articles

Tax Court decision cuts 3.8 percent NII tax for many trusts
Article By Julius Giarmarco
April 3, 2014

Think twice before making that gift
Article By Julius Giarmarco
March 10, 2014

Make them mad, and make them clients
Article By Rodney Ballance
March 10, 2014

Cross-purchase or stock redemption: What you don’t know can hurt your client
Article By Jeff Reed
March 3, 2014

The 10 questions of captive insurance, Pt.1: Have you started an asset protection plan?
Article By Hale Stewart
February 21, 2014

100 reasons final expense insurance is an opportunity you can't afford to overlook
Article By Christopher P. Hill
February 19, 2014

The 3.8% NII tax and its effect on trusts and estates
Article By Julius Giarmarco
February 18, 2014

It's time to bring Obamacare to life insurance
Article By Randy Bolton
February 18, 2014

Did ATRA kill large life insurance sales?
Article By Jeff Reed
February 17, 2014

Whose estate is it, anyway?
Article By Steven Kobrin
February 13, 2014

Finding Meester
Article By Bill Coffin
February 10, 2014

A checklist for buy-sell agreements
Article By Julius Giarmarco
January 24, 2014

Dealing with death: Tips for advisors
Article By Paul Wilson
January 15, 2014

10 celebrities who made unfortunate estate planning decisions
Article By Vanessa De La Rosa
January 14, 2014

Funeral trusts: Help clients plan and pay for their funerals while they're alive
Article By Christopher P. Hill
January 13, 2014

Our 7 favorite celebrity insurance spokespeople
Article By Juliahna Green
January 6, 2014

Gifting: the Grinch that stole Grandma's Medicaid
Article By Mike Anthony, JD
December 23, 2013

Get rich or die trying: sales lessons from rapper 50 Cent
Article By Randy Bolton
December 16, 2013

6 celebrities who made unfortunate life insurance decisions
Article By Vanessa De La Rosa
December 6, 2013

Captive insurance company manager indicted for fraud
Article By Roccy DeFrancesco
November 29, 2013

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