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The wrong way to talk about debt

Debt is a complicated topic, and talking about it isn’t always easy. Here are some suggestions on how to approach the topic of debt with…

  • December 9, 2013 December 9, 2013
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Worksheet: Family budget

Download this worksheet to help clients see where their money really goes.

  • December 9, 2013 December 9, 2013
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Action idea – Test your estate planning savvy

Need to get your client thinking about estate planning? Send this quiz to clients who have expressed an interest in estate planning before your next…

  • December 9, 2013 December 9, 2013
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How trustee rules have changed

It's crucial for you and your advisor to understand the unique responsibilities of being a trustee.

在指定受益人之前应认真考虑

Think carefully before naming beneficiaries

एस्टेट प्लॉनिंग (जायदाद की योजना) की तीन गलतियां

Think carefully before naming beneficiaries

ਲਾਭਪਾਤਰੀਆਂ ਦਾ ਨਾਮ ਦੇਣ ਤੋਂ ਪਹਿਲਾਂ ਧਿਆਨਪੂਰਬਕ ਵਿਚਾਰ ਕਰੋ

Think carefully before naming beneficiaries

U.S. trust technique saves tax

A bypass trust lets you pass assets from one person to another while avoiding taxation.

Being fair to your heirs

About one-third of family businesses don’t survive the transition from the first to second generation. Avoid these pitfalls.

Action idea – Being fair to your heirs

Need to get your client thinking about being fair to their heirs? Try these tips.

  • November 18, 2013 November 18, 2013
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Your role as a trustee

Before you become a trustee, learn the rules you’ll have to play by.

Action idea – Your role as a trustee

Need to get your client thinking about their role as a trustee? Try these tips.

  • November 14, 2013 November 14, 2013
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Action idea – Passing on the family cottage

Need to get your client thinking about passing on the family cottage? Try these tips.

  • November 13, 2013 November 13, 2013
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Planner: Which beneficiary do you call?

Need to connect the planning dots about education savings options when you’re in front of clients? Use this.

  • November 11, 2013 November 11, 2013
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Worksheet: Naming beneficiaries

Download this worksheet to help you walk clients through estate planning and achieve better outcomes.

  • November 11, 2013 November 11, 2013
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Presentation: Beneficiary designations

Here’s some text to help you put together a topical presentation on beneficiary designations that you can customize for your next client meeting.

  • November 11, 2013 November 11, 2013
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Think carefully before naming beneficiaries

All a will does is tell your heirs who gets what from your estate.

How taxes can eliminate an inheritance

Poor planning can turn an inheritance into nothing.

Action idea – Financial stability in transitional times

Need to get your client thinking about financial stability in transitional times? Try these tips.

  • October 27, 2013 October 27, 2013
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Conversation starter – Donor advised funds let you give without the hassle

Need to break the ice with clients about donor advised funds?

  • October 23, 2013 October 23, 2013
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Worry about your health, not your pocketbook

When you’re diagnosed with a health problem, you don’t want to worry about money. Here’s how to let the bills take care of themselves.

Prevent estate battles

No matter how well you craft your estate plan people can still challenge your wishes after you’re gone. Prevent that.

Prevent estate battles

No matter how well you craft your estate plan people can still challenge your wishes after you’re gone. Prevent that.

Action idea – Prevent estate battles

Need to get your client thinking about preventing estate battles? Try these tips.

  • October 21, 2013 October 21, 2013
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Donor-advised funds let you give without the hassle

Manage your legacy with a donor-advised fund.