Useful suggestions for building an estate planning practice

Article Abstract:

Estate planners wishing to expand their practices may choose from several business development techniques. Underlying marketing strategies should be a clear picture of the scope of the practice and continual assessment of goals. Clients and networking associates should be made aware of what the practice does and of its members' abilities. Strategies include client communication, networking, and advertising.

Financial Personnel, Client development, Financial occupations

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How best to plan for foreign assets in a U.S. estate

Article Abstract:

Estate planners must carefully consider the optimum strategy to include foreign assets in an American estate. Countries have different legal systems to consider, such as British common law or French civil law traditions. Besides the laws of the particular foreign country, any tax treaties with the US and that country must be considered. Minimization of death taxes in other countries is also discussed.

Administration of General Economic Programs, Foreign Investment Regulations, Foreign investments, Taxation, International aspects, Estate tax, Estate taxes, Foreign investment laws, international

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Guidelines for reviewing an drevising an estate plan

Article Abstract:

The author discusses the importance of periodic reviews of estate plans due to changes which may have occurred in law, family structures and relationships, economic situations, and personal situations.

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