10 estate planning tasks your client should do before 2013

By Jonathan A. Mintz, J.D. for LifeHealthPro.com. Jonathan Mintz is chief operating officer of WealthCounsel, a membership organization of thousands of estate planning attorneys located in all 50 states. Jonathan is also the COO of WealthCounsel’s sister company, The Advisors Forum LLC The end of the year will be here before we know it. But … Continue reading

Guaranteed universal life: The retirement saver

Life is not what it used to be, is it? Given the instability of the markets over the past few years, many Americans are now working farther into their “golden years,” have had to witness the values of their homes and their investment portfolios decrease, have become the primary caregivers for their parents (often an … Continue reading

The New Golden Handcuffs

How a split-dollar strategy allows deferred compensation for small- to mid-sized companies With all the changes to executive benefit arrangements in the past decade, can a smallto medium-sized employer on a budget provide a meaningful benefit to key employees to ensure loyalty and compete with larger corporations? The answer is a resounding “yes.” The passage … Continue reading