All Estate Planning Content All Estate Planning Content http://www.seniormarketadvisor.com/p/pweb/rssSubscribe.php Wed, 19 Nov 2008 18:02:02 +0100 FeedCreator 1.7.2 http://www.seniormarketadvisor.com/images/t/smaMagTheme/sma-logo-rss.gif Senior Market Advisor http://www.seniormarketadvisor.com/r/smaMag/d/main Senior Market Advisor RSS Feed Market protection http://www.seniormarketadvisor.com/r/smaMag/d/contentFocus/?adcID=dca3e732496f5334bf3cf2f36d33db3c 16%: Percentage of consumers surveyed who have made any changes to their portfolios in light of the current market. Senior Market Advisor Tue, 28 Oct 2008 10:30:00 +0100 Market protection

16%: Percentage of consumers surveyed who have made any changes to their portfolios in light of the current market.

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.]]> Estate planning is a winning ticket to referrals http://www.seniormarketadvisor.com/r/smaMag/d/contentFocus/?adcID=6b69eed762f87c0cac1a8e5cf0d90559 Estate planning -- an effective tool for clients who desire a comprehensive approach to retirement planning -- can also be an effective tool for you and for the growth of your business through referrals. Senior Market Advisor Mon, 01 Sep 2008 10:30:00 +0100 Estate planning is a winning ticket to referrals

Estate planning -- an effective tool for clients who desire a comprehensive approach to retirement planning -- can also be an effective tool for you and for the growth of your business through referrals.

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.]]> High-net-worth individuals http://www.seniormarketadvisor.com/r/smaMag/d/contentFocus/?adcID=4fe343a9625bf696a7cd383b53a1642b 41%: Percentage of high-net-worth individuals without a primary financial advisor. Senior Market Advisor Fri, 15 Aug 2008 10:30:00 +0100 High-net-worth individuals

41%: Percentage of high-net-worth individuals without a primary financial advisor.

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.]]> Business succession help available http://www.seniormarketadvisor.com/r/smaMag/d/contentFocus/?adcID=0335c0627a50eaf97b50a484153d82b9 Fewer than 10 percent of closely held businesses, usually small companies, pass on to a third generation and only 30 percent even pass on to a second generation, according to Sun Life Financial. Senior Market Advisor Fri, 01 Aug 2008 10:30:00 +0100 Business succession help available

Fewer than 10 percent of closely held businesses, usually small companies, pass on to a third generation and only 30 percent even pass on to a second generation, according to Sun Life Financial.

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.]]> A paradigm shift for final expense http://www.seniormarketadvisor.com/r/smaMag/d/contentFocus/?adcID=69644fe9b64dd4921c9a4459c746356a Taking a closer look at the one missing ingredient in financial planning. Senior Market Advisor Fri, 01 Aug 2008 10:30:00 +0100 A paradigm shift for final expense

Taking a closer look at the one missing ingredient in financial planning.

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.]]> Explore your alternatives in uncertain times http://www.seniormarketadvisor.com/r/smaMag/d/contentFocus/?adcID=c9bf2f78ca8a53ca6105fac99aa56bc5 Uncertainty surrounds individual investors and their investment decisions. Jonathon Scheid Mon, 19 May 2008 10:30:00 +0100 Explore your alternatives in uncertain times

Uncertainty surrounds individual investors and their investment decisions.

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.]]> How aware are you of the tax consequences of your investment choices? http://www.seniormarketadvisor.com/r/smaMag/d/contentFocus/?adcID=249c16d560957b4a29080c3db656494e "I'm a school principal and my husband is a salesman." Senior Market Advisor Thu, 17 Apr 2008 10:30:00 +0100 How aware are you of the tax consequences of your investment choices?

"I'm a school principal and my husband is a salesman."

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.]]> Who does your taxes and why? http://www.seniormarketadvisor.com/r/smaMag/d/contentFocus/?adcID=2c7c73dd1ee5e483a5aa592826333d5a We have been with the same CPA for almost 13 years Senior Market Advisor Fri, 11 Apr 2008 10:30:00 +0100 Who does your taxes and why?

We have been with the same CPA for almost 13 years

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.]]> AHIA backs reformation, not replacement http://www.seniormarketadvisor.com/r/smaMag/d/contentFocus/?adcID=60e65dc0141127b848c5689371e961db The Association of Health Insurance Advisors backs President Bush's push for private insurance. Senior Market Advisor Thu, 10 Apr 2008 10:30:00 +0100 AHIA backs reformation, not replacement

The Association of Health Insurance Advisors backs President Bush's push for private insurance.

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.]]> How aware are your children about your retirement portfolio, life insurance policies, will ... http://www.seniormarketadvisor.com/r/smaMag/d/contentFocus/?adcID=6f3ebbd35b1dfb5725a6baae69a7dbd3 This month's respondents tell us how aware their children are about their retirement, life insurance and estate plans, and who does their taxes, and why. Senior Market Advisor Thu, 10 Apr 2008 10:30:00 +0100 How aware are your children about your retirement portfolio, life insurance policies, will and/or estate plan?

This month's respondents tell us how aware their children are about their retirement, life insurance and estate plans, and who does their taxes, and why.

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.]]> Life of the estate planning party http://www.seniormarketadvisor.com/r/smaMag/d/contentFocus/?adcID=c566f78be3f3b11f41d26b881778fbf2 When the goals are maximizing wealth transfer and minimizing taxes, few instruments are as versatile or as powerful as life insurance. David Port Tue, 01 Jan 2008 10:30:00 +0100 Life of the estate planning party

When the goals are maximizing wealth transfer and minimizing taxes, few instruments are as versatile or as powerful as life insurance.

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.]]> Family businesses and estate planning http://www.seniormarketadvisor.com/r/smaMag/d/contentFocus/?adcID=ddaf29409cdb43c157230c3ea4a0f37f Nearly 1/3 of family business owners have no estate plan beyond a will. Senior Market Advisor Tue, 13 Nov 2007 10:30:00 +0100 Family businesses and estate planning

Nearly 1/3 of family business owners have no estate plan beyond a will.

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.]]> The estate tax conundrum http://www.seniormarketadvisor.com/r/smaMag/d/contentFocus/?adcID=acaf63f8a1e7352eda55ef1cc9b01cd3 54% of affluent Americans surveyed have taken steps to plan their estates. Senior Market Advisor Tue, 23 Oct 2007 10:30:00 +0100 The estate tax conundrum

54% of affluent Americans surveyed have taken steps to plan their estates.

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