Estate Planning

Plan for clients’ incapacity Fallback Image Decorative pattern

Estate Planning

Plan for clients’ incapacity

Make sure they prepare both types of power of attorney

By Elaine Blades |July 30, 2013

7 min read

Protect clients before a third marriage Fallback Image Decorative pattern

Estate Planning

Protect clients before a third marriage

Your client is planning an elaborate wedding she hopes will erase any memories of previous, ill-considered, unions.

July 24, 2013

2 min read

Donate for big tax savings Fallback Image Decorative pattern

Estate Planning

Donate for big tax savings

As superhero movies take over the box office, clients can do their part to help humanity by using the new First-Time Donor’s Super Credit (FDSC). How the tax code treats donations

By Frank Di Pietro |July 22, 2013

4 min read

Do clients feel guilty about inheritances? Fallback Image Decorative pattern

Estate Planning

Do clients feel guilty about inheritances?

Receiving a large, unexpected, sum of money has its advantages, but clients often have mixed feelings when that money comes in the form of an inheritance.

By Staff |July 17, 2013

2 min read