Most Recent Estate and Financial Planning Articles

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

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

New 3.8 percent Medicare surtax: a possible boon to the life insurance industry
Article By Julius Giarmarco
October 16, 2012

Year-end income tax reduction strategies: the good, bad and ugly
Article By Roccy DeFrancesco
October 12, 2012

QPRTs vs IDGT sale-leasebacks
Article By Julius Giarmarco
May 10, 2012

A guide to 2012 tax law changes
Article By Jason Kestler
April 18, 2012

Double your life insurance appointments by offering mortgage life insurance
Article By Lew Nason
February 24, 2012

Addressing health care in your estate plan: advance medical directives and living wills
Article By Connie Fontaine
February 13, 2012

What is asset protection, and who needs it?
Article By Hale Stewart
January 17, 2012

4 potential scenarios for the future of the estate tax
Article By Julius Giarmarco
January 17, 2012

Five uses of key man life insurance
Article By Michael Gray
January 11, 2012

Power to substitute insurance policy in trust
Article By Julius Giarmarco
January 2, 2012

Why failing to plan for extended family’s finances creates liability for you
Article By Ike Devji
December 13, 2011

Estate planning for non-citizen spouses
Article By Julius Giarmarco
December 12, 2011

Recent bankruptcy case a blow to DAPTs
Article By Julius Giarmarco
November 15, 2011

A real life explanation of the global debt crisis
Article By Rodney Ballance
October 19, 2011

Turn National Estate Planning Awareness Week into your next business opportunity
Article By Carl "Skip" Rapp
October 12, 2011

Unmarried couples have to start thinking like married couples
Article By James R. Veal
September 22, 2011

Fractional interest transfers of life insurance
Article By Julius Giarmarco
September 12, 2011

How will the new debt limit bill affect the gift and estate tax?
Article By Julius Giarmarco
August 23, 2011

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