Most Recent Estate Planning Articles

Top 25 U.S. charities: 2014
Article By Michael S. Fischer
October 31, 2014

16 of the most confusing life insurance terms
Article By Matthew I. Zik
October 28, 2014

Exercising substitution powers
Article By Julius Giarmarco
October 27, 2014

Q&A with five of the most successful advisors in the industry
Article By Vanessa De La Rosa
October 16, 2014

Are you missing out on life (sales)?
Article By Dick Reynolds, CLU
October 14, 2014

Life insurance is for the living
Article By Lloyd Lofton
September 30, 2014

6 celebrity estate planning lessons from 2014
Article By Vanessa De La Rosa
September 25, 2014

How to protect inherited IRAs
Article By Julius Giarmarco
September 22, 2014

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

Showing: 1 - 20 of 100     | 1 2 3 4 5 | >