The 10 Basic Questions of Estate Planning

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Estate-Planning Talking Points for Clients Who Don’t Get It

Horsesmouth Essential: Your clients may think they don’t need estate planning because they fall below the federal exemption. Share these points as you make the case that they need strategic planning—no matter how large or small their estate.

What Clients Should Know About the Changing Estate Tax

The federal estate tax is currently scheduled to disappear in 2010 and come right back in 2011—although the law is likely to change between now and then. In the face of continued uncertainty, how can today's estate plan meet tomorrow's needs?

What the Estate Tax Taxes

What's included in a client's gross estate? More than one might think. Help clients avoid common errors by outlining the fundamentals—and then leave the nitty-gritty to an estate-planning professional.

Estate Planning: Making the Case to Seniors

Many elderly clients refuse to talk about how they want their assets handled once they're gone. This laundry list of estate-planning benefits and strategies can help you ease the family into a productive discussion of the issues at stake.