Categories

Estate Planning

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

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

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

UPDATED Florida Becomes Fourth State in Nation to Allow Electronic Wills by Lee F. Hediger

The Importance of Selecting and Updating Beneficiaries by Scott Montgomery