Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate Planning
By Ed McCarthy, CFP, RICPToo many seniors fail to develop an overall estate plan to take them into retirement and leave something for their heirs. Use this checklist to make sure your clients are able to make an efficient transfer of their assets.
June 15, 2011
Estate Planning: Time Running Out on $5 M Gift-Tax ExemptionDefective trusts are one way to implement an “estate freeze” that leverages the $5 million gift-tax exemption due to expire this year.
June 02, 2011
The Wait-and-See TrustThe Tax Relief Act of 2010 made significant changes to the federal transfer tax system, including a $5 million federal estate and gift tax exemption.
April 29, 2011
Estate Planning Expert Cautions on Tax Shelter UseAt Conference on Philanthropy, Jonathan Ackerman says some shelters can harm clients.
April 01, 2011
Religious Estate PlanningNo area of the law is more fraught with religious issues than estate planning. Martin
April 01, 2011
Religious Estate PlanningNo area of the law is more fraught with religious issues than estate planning. Martin
April 01, 2011
What the tax deal means to your client's estate planRecently, President Obama made a tax deal with the Republicans to extend the Bush income tax cuts for two years. Along with the extension,
March 31, 2011
What the tax deal means to your client's estate planRecently, President Obama made a tax deal with the Republicans to extend the Bush income tax cuts for two years. Along with the extension,