Estate Planning
Leaving a legacy is an important issue you can help your clients with. Here are some reference materials and articles to help you.
The CRT Advantage
Earl R. Borders III, CLU, ChFC, RFC, RHU, REBC, LUTCF, CRMS
Here’s a simple way to walk your client through the advantages of using a trust in the planning process.
Riddle Me This!
Rob Smith, CLU, ChFC
For an easy way to show your clients why insurance is so important in estate planning, try these riddles on them.
Five Levels of Estate Planning
Julius Giarmarco, J.D., LL.M.
This systematic apporach to explaining estate planning will help your wealthy clients understand what strategies they need to use.
The Death Tax Isn’t Dead
Glenn E. Stevick
State death-tax planning should be an important aspect of the estate-planning process.
Estate Planning: How to Get Started
Glenn Stevick
You need to help clients with the “who,” “how” and “when” questions.
Estate Planning for the 21st Century
John J. Scroggin, AEP, J.D., LL.M.
The changing needs of today’s elderly are a challenge you can rise to.
The Hidden Estate Tax
Pam Feely, CPA
Clients should understand the ramifiactions if estate and capital-gains taxes return.
Planning for Medical Decisions
John J. Scroggin, AEP, J.D., LL.M.,
Understanding medical directives will help your clients make decisions about incapacity.
The Seeds of Change
John J. Scroggin, AEP, J.D., LL.M.
What will happen when federal estate taxes no longer matter?
The Pros and Cons of Using ILITs
John Scroggin, J.D., LL.M.
Learn when to use these flexible intruments and when to seek alternatives.
