Checklist: A 10-Step Estate Plan Review

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The 9-Step Estate-Planning Review

Horsesmouth Essential: Spearhead your client’s estate review by compiling all the information an estate-planning attorney needs and sitting in on meetings to make sure your client’s wishes are fulfilled. Not only will you win the loyalty of your client, you could garner respect—and business—from a very desirable referral source.

The 10 Basic Questions of Estate Planning

Horsesmouth Essential: An attorney must draw up estate-planning documents, but you can help clients think through important financial issues before they get started.

Why the New Estate Tax Laws Still Require Advanced Estate Planning

The current estate tax laws are very friendly, but that doesn't mean clients are off the hook when it comes to estate planning. Many tax and non-tax complications still exist as well as uncertainty about what will happen after 2012.

Dynasty Trusts: Ensuring a 90-Year Relationship With HNW Families

Dynasty trusts protect a family's assets over generations, and they can solidify an advisor's relationship with the heirs through the years.