Estate Planning

  1. 5 Estate Planning Must-Dos Before Saying "I Do"

    There are many exciting things to look forward to when a couple gets married; not ...
  2. Which Estate Transfer Technique is Right for ...

    This article explains the difference between the two estate transfer methods -- ...
  3. Estate Planning and Elderly and Passed Clients

    By keeping up with new estate tax rules, financial advisors can help elderly clients ...
  4. Retirement: The Journey Of 1000 Miles

    Substantial time should be set aside to fully outline one's vision for retirement ...
  5. Tips for Spreading the Wealth to Relatives

    There are many ways that your clients can move money or other assets to relatives ...
  6. Tips for Handling Client Inheritance

    When clients leave or receive an inheritance, be prepared to deal with much more ...
  1. In-Depth Guide To Estate Planning

    The process of planning your estate takes careful consideration. Skip any of these ...
  2. Estate Planning Basics

    Deciding what will happen to your assets when you pass away is a must - no matter ...
  1. What are the restrictions for naming a given individual as my contingent beneficiary?

    Understand what restrictions may exist, depending on your state and the policy you choose, on naming your life insurance ...
  2. How do you mediate a dispute between primary and contingent beneficiaries of a trust?

    Learn about some of the different methods for resolving disputes between primary and contingent beneficiaries on transfer ...
  3. What is the difference between the death benefit and cash value of an insurance policy?

    Understand the difference between the various components of a life insurance policy including the death benefit and a policy's ...
  4. What does U.S. law say about contingent beneficiaries?

    Learn about regulations the United States has on the naming of contingent beneficiaries, the types of contingencies that ...
  1. Estate Planning: 16 Things To Do Before You Die

    Find out what you need to prepare to avoid serious estate planning mistakes.
  2. 10 Last-Minute Retirement Tips

    The months leading up to your retirement can be the most crucial in terms of planning. ...
  3. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are ...
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