Estate Planning Articles
These Estate Planning articles will give you the news and information you need to stay up to date in the ever changing Estate Planning industry.
May 7, 2012 – 15 views
There are no rules directly relating to estate planning ethics, but that doesn't mean many legal professionals don't follow their own standards when working with clients.
Full Story May 1, 2012 – 13 views
The establishment of a financial trust is generally performed so beneficiaries can receive funds for quite some time.
Full Story April 20, 2012 – 21 views
Bequeathing property and funds to your family seems easy enough, but many people make some common mistakes when drafting wills and planning for their loved one's futures.
Full Story April 16, 2012 – 21 views
Some of the most advantageous methods for avoiding taxation and maximizing your financial holdings come from what are commonly referred to as loopholes.
Full Story March 30, 2012 – 32 views
As an estate planning professional, you'll likely have clients that want to make sizable gifts - of money, property or other valuable assets - to their relatives to ensure the preservation of their life savings.
Full Story March 29, 2012 – 27 views
While working in estate planning, you will likely encounter a significant number of clients looking for retirement savings advice.
Full Story March 27, 2012 – 15 views
Professionals in estate planning may run into clients who are not quite ready to take on your full range of financial planning services.
Full Story March 6, 2012 – 20 views
Liz Gold - Rhino Girl Media
- The goal of asset protection is to reduce risk before you have a problem.
- You can't move assets after a liability is established or a potential liability occurs.
- In today's economic and litigious culture, more and more clients look to accountants to iron out a strategy for asset protection.
Full Story
