Updated Wednesday, July 23, 2014 as of 8:18 PM ET
Caring for Your Client
Sunday, May 1, 2011
Partner Insights

A good estate plan is always the result of a team effort. While an estate planning lawyer is often the hub, a financial planner, insurance consultant and CPA are integral to the process. For example, no good estate planning attorney would plan a grantor-retained annuity trust for wealth transfer without first reviewing the investment considerations with the advisor.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

2014 Summer Reading List for Advisors

Current Issue

The July Issue is now online!


Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here