Estate Planning

Decorative pattern

Estate Planning

Estate planning articles to share with clients

As loved ones gather for the holidays, some clients no doubt ponder who will remain in the will—and who gets cut out. Whether your clients are in the 1% or the 99, they’ll want to do their best by their future heirs and they’ll look to you for guidance on education about their options. As […]

By Staff |January 22, 2013

1 min read

Decorative pattern

Estate Planning

All about shareholders’ agreements

Make sure business-owner clients have drawn up these documents.

By Mike George |January 15, 2013

6 min read

Decorative pattern

Estate Planning

“It’s time to sell your company”

Those words strike fear in a business-owner client. Explain you’re there to help.

By John Lorinc |January 14, 2013

7 min read

Decorative pattern

Estate Planning

What the cliff act means for estate taxes

The U.S. passed The American Taxpayer Relief Act last week. Here’s an overview of the estate tax implications.

By Terry F. Ritchie |January 9, 2013

3 min read