Help For: CPAs, Financial/Investment Advisors, Life Insurance Advisors and Attorneys
Our clients face challenges of all shapes and sizes in the financial, tax, insurance and legal arenas. Our estate planning and estate administration services make up one piece of our clients’ planning puzzle. We are committed to working with you to ensure that the larger picture is realized and the clients’ overall planning needs are met.
We are happy to provide you with the following information and resources to assist you in providing your clients with guidance regarding their estate planning and estate administration needs. If there is anything we can do to assist you or your clients in any way, please contact us.
To get a PDF copy of our April/May 2007 newsletter, please click here.
ARTICLES:
The Importance of Planning At Any Age: Why estate planning is important to you regardless of your age or net worth.
Avoiding The Tax Trap: How a married couple can avoid the biggest tax-related mistake of their lives.
How To Make Life Insurance Completely Tax Free: Will your life insurance death benefit be subject to the payment of estate taxes?
Funding The Estate Tax – The IRS Wants Cash: Why liquidity can make all the difference in the world.
OTHER READING MATERIALS:
Ten Questions You Should Ask Your Estate Planning Attorney: How to know you are consulting with the right professional.
Estate Planning Myths, Truths and Realities: Separating fact from fiction.
Worst-Case Scenario Estate Planning Situations: Learning from other people’s mistakes is better than learning things the hard way.