Estate Planning

Joining an Independent Broker-Dealer Can Strengthen Financial Advisors’ Capabilities, Help to Improve Client Services by Eric Zeitlin

Now is the Time to Review Estate Planning Documents by Kathleen Marteney, CRPC

Weighing the Tax Risks and Rewards of Gifting Assets to Heirs During Life by Brendan T. Hayes

Disaster-Relief Loans Available to Small Businesses Impacted by COVID-19 by Todd A. Moll, CFP®, CFA

Keep an Eye on Estate Planning Through COVID-19 Pandemic by Eric P. Zeitlin

Critical Financial Planning for Widows and Widowers by Kathleen Marteney, CRPC

Timing Social Security Benefits by Lee F. Hediger

Do Foreign Persons Have U.S. Estate Tax Responsibilities? by Melvin Perez, CFP