It can be hard to get clients motivated about estate planning. However, as their advisor, you know that clients want to make sure their loved ones are protected and are set to receive any inheritance without issues —
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The past few years have certainly been challenging from the standpoint of planning for taxes. Because of this, many feel that they should [...]
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By now you’ve heard that Congress has acted to change the tax law. Tax rates were lowered and Federal estate tax exemptions were [...]
Please enjoy this article for senior estate planning services offered by The Family Legacy Alliance: In Martindale-Hubbell®'s groundbreaking 2007 survey on estate planning, [...]