Estate Planning

5 (more) tax and estate planning mistakes Fallback Image Decorative pattern

Estate Planning

5 (more) tax and estate planning mistakes

Entrepreneurs are leaving money on the table

By Doug Carroll |October 16, 2013

3 min read

3 ways to help a client who’s being sued Fallback Image Decorative pattern

Estate Planning

3 ways to help a client who’s being sued

You’re scanning the local paper and see your client, a home inspector, is being sued. Your client’s likely embarrassed and may not want to discuss the matter. How do you bring it up delicately?

October 15, 2013

2 min read

Handle U.S. estate tax exposure Fallback Image Decorative pattern

Estate Planning

Handle U.S. estate tax exposure

If your clients own U.S. securities, their executors may have to pay U.S. estate tax when they die

By Margaret O’Sullivan |October 2, 2013

3 min read

Keep clients devoted Fallback Image Decorative pattern

Estate Planning

Keep clients devoted

They want tax and estate help.

By Melissa Shin |October 1, 2013

5 min read