Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Graegin Loans: Estate Liquidity Solution
By William H. Byrnes, Robert BloinkDo you have a client whose eventual estate will have a severe shortage of cash due to a family business? Try a Graegin loan.
October 01, 2011
An estate planning primer for 2011Current tax laws have made estate planning more complicated. The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 reinstated the estate tax in 2011.
September 30, 2011
An estate planning primer for 2011Current tax laws have made estate planning more complicated. The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 reinstated the estate tax in 2011.
September 29, 2011
Blood and money: families fighting over inheritanceAttorney P. Mark Accettura outlines three reasons why estate planning is so essential.
September 09, 2011
CLATs: A Leading Estate Planning Strategy for Wealthy ClientsWhy a charitable lead annuity trust should be an integral piece of a tax-efficient wealth transfer plan in the current economic environment, and an example of how CLATs work.
September 05, 2011
Daylight Savings TimeThe 2010 Tax Relief Act was supposed to give a two-year reprieve to the sunset of the Bush tax cuts. But will they do more harm than good?
September 04, 2011
Daylight Savings TimeThe 2010 Tax Relief Act was supposed to give a two-year reprieve to the sunset of the Bush tax cuts. But will they do more harm than good?
September 02, 2011
Avoid the FLP Trap When Paying the Estate TaxWhen an estate is facing a liquidity crisis, why not tap the family limited partnership for cash?