Most Recent Estate Planning Articles

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?
Article By JASON CHARLES
June 4, 2014

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

Effective succession planning
Article By JASON CHARLES
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

Why did the prospect cross the road?
Article By Rodney Ballance
May 1, 2014

The 7 costly mistakes your clients make, Pt. 4: Stockpiling hay for everyone else but themselves
Article By Tony Walker
April 18, 2014

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

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