Working as an estate agent to help people find or sell their dream home can be rewarding and lucrative. But if a client’s dream turns to disaster or they are injured during a viewing, they could hold ...

Life insurance can be an excellent estate planning tool to ensure succession, provide for loved ones, and create liquidity in your estate. However, understanding the estate duty implications of life ...

In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market who use estate planning as a pathway to sales were wasting their time. That’s because the merely well-to-do ...