Tax

Pay for the funeral, in advance

When completing insurance applications for clients, it’s often necessary to address touchy subjects—sometimes hitting on potentially embarrassing issues such as clients’ spending habits, their medical histories and even the quality of their marriages. But it’s a process that’s critical if we are to help people effectively plan for their financial futures.

By Bruce Cumming |May 21, 2012

6 min read

How to define an estate

It's difficult to distinguish an estate from other trusts

By Jamie Golombek |May 18, 2012

3 min read

Shield your clients’ estates

If a client asks you to ensure his laundry, dirty or clean, isn’t aired after he dies, follow this simple rule: keep the will out of probate.

By Melissa Shin |May 18, 2012

4 min read

Help clients understand trusts

So you're not an estate lawyer; that doesn't mean you should steer clear of trusts. These legal structures can be powerful planning tools, allowing clients to reduce taxes, split income, and ensure their final wishes are carried out to the letter.

By Staff |May 16, 2012

3 min read