Tag Archives: Legacy

Estate planning with the new tax laws

The new tax laws have a lot of heads spinning. Eric Christoffersen gave us his perspective on what to expect will change under the new tax laws and how to make sure your clients are properly prepared.  

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Diffusing the tax bomb

Do you have clients with qualified annuities that they expect to pass on rather than spend? Does the LIFO method of distribution leave your clients expecting to give Uncle Sam more than his fair share of their inheritance? Do you  want … Continue reading

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Estate Planning Mistakes to Avoid

Eric Christoffersen guest hosted the Weekly BREW and shared his experiences with “Real Life Estate Planning Mistakes and How to Avoid Them.” Don’t let your clients fall victim to a lack of planning. If their wishes are not clearly laid … Continue reading

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Sequence of Returns in Retirement

Do your clients have a plan for supplementing their retirement when there is a market downturn?
Planning on alternate sources of funds before retiring can help clients enjoy their golden years knowing that their future is secure.

Jason Jafferis of Prudential shares one method to bridge the income gap in retirement. Continue reading

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Tools for Agribusiness Succession Planning

Jessman Smith from Principal shares tools for agribusiness succession planning. Help your clients keep the family farm in the family by planning ahead.    

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Leaving a Long Term Legacy

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Agribusiness Succession Planning

Tools to help keep the family farm in the family Continue reading

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The Weekly Brew- Secure Retirements

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