Updated Sunday, March 29, 2015 as of 6:30 PM ET

Recent Stories From This Author

Estate Planning Tips: Before & After Client's Death

Does Estate Planning Still Matter?

New Ideas for Charitable Remainder Trusts

Big Ideas in Estate Planning Now

Estate Planning Dangers to Avoid

New Flexibility for Bypass Trusts

Navigating Through New Tax Rules

New Take on Trust Strategy

The Post-Fiscal Cliff Estate Plan

Time for a New Estate Planning Strategy?

What's a MILIT?

Wealthy Need New Trust Strategy

Estate Planning Game Changer

Tax Deal a Game Changer for Estate Planning

Estate Planning Trick: Use Self-Settled Trusts

Preventing Client Abuse: Financial Advisors Are Vulnerable

Helping High Net Worth Clients to Act Before Possible Cut in Tax Exemptions

Highly Versatile Tools: Consider Family Limited Partnerships

The Human Factor

Estate-Tax Minefield

Advisors on the Move: Merrill Loses Billion-Dollar Advisor, Lures Teams With $800M
The March Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

April 22, 2015 | Plantsville, Conn.

April 26, 2015 |

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

Already a subscriber? Log in here