Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate and Gift Taxes Reunited: Estate Planning for 2011 and Voices of 2010
By Robert L. MoshmanThe 2010 Tax Act delivers solid benefits for the estates of those dying in next two years: a higher exemption, lower tax rates, and an especially generous portability provision for unused exemptions between spouses.
December 28, 2010
Estate Planning Demystified, and Saving Millions in Taxes on Gifts to GrandchildrenSome of the estate and gift tax rules will require fast action before year-end; others will allow you to act retroactively. See what your clients may need before the new year.
December 27, 2010
Tax Law Holds Serious Implications for AB Trust HoldersThe portability of the estate tax exclusion under the recently passed tax bill may lead you to review your wealthy clients' estate plans, especially if they have existing AB trusts.
December 19, 2010
Eyeing Alternatives to the Short-Term GRATWhile the nation's attention is riveted on negotiations between the Administration and Congress over the final disposition of the Bush-era tax cuts, advisors to the affluent are breathing easy.
December 16, 2010
Clarity Comes to Estate Planning With Tax Bill's PassageProvisions for 2010 afford choice to heirs; gifts to children provide ‘huge opportunities.’
December 13, 2010
H.R. 4853: Obama, Reid Win Senate Cloture VoteThe Senate has voted to proceed with debate on the tax deal President Obama worked out with top Republicans.
December 12, 2010
H.R. 4853: Obama, Reid Win Senate Cloture VoteThe Senate has voted to proceed with debate on the tax deal President Obama worked out with top Republicans.