Most Recent Estate and Financial Planning Articles

Fiduciary rule infringes on advisors' freedom of speech, lawsuit claims
Article By Nick Thornton
November 22, 2016

10 ways employee financial wellness is getting worse
Article By Marlene Y. Satter
November 4, 2016

Important checklist when faced with a death
Article By Christopher P. Hill
October 31, 2016

Estate planning, IRS update: Transfers of FLP and FLLC interests require immediate attention
Article By Julius Giarmarco
August 21, 2015

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

String of Ponzi schemes and fraud continues
Article By Roccy DeFrancesco
December 29, 2009

Avoiding the three-year life insurance transfer rule
Article By Julius Giarmarco
December 18, 2009

It's easy to overlook these six estate planning basics
Article By Carl "Skip" Rapp
December 8, 2009

"Switching" ILITs
Article By Julius Giarmarco
November 11, 2009

Seven myths and seven mysteries of personal finance and economics, Pt. 1
Article By Jeffrey Reeves
November 4, 2009

Learn the benefits of single premium whole life policies
Article By Roccy DeFrancesco
October 22, 2009

Gifting of LLC/FLP interests to family members: Timing is everything
Article By Julius Giarmarco
October 7, 2009

Use inheritance coaching to increase asset retention
Article By Jason Ryan
October 1, 2009

Don't ignore collectibles in clients' estate planning process
Article By Don Wilkinson
September 23, 2009

10 tips for discussing the big inevitable with clients
Article By Carl "Skip" Rapp
September 22, 2009

Aviva's EIUL vs. revolutionary life for college planning
Article By Roccy DeFrancesco
September 10, 2009

An executor planning event serves client, generates referrals
Article By Carl "Skip" Rapp
August 27, 2009

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