Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Changes to estate planning laws in 2016: what to expect
By Tom NawrockiThe most significant regulatory changes limit the tax advantages for spin-off transactions involving a REIT.
December 23, 2015
States Can Impose an Estate Tax, TooMany advisors and their clients focus solely upon the impact of federal estate taxesto their potential detriment.
October 30, 2015
Estate planning for elderly clients: weighing the issuesGiven their aversion to discussing mortality, some seniors are racing against the clock to establish an estate plan.
October 30, 2015
Estate planning for elderly clients: weighing the issuesGiven their aversion to discussing mortality, some seniors are racing against the clock to establish an estate plan.
September 01, 2015
Protecting a no-contest clause: What you need to knowIf the client wants to include a no-contest clause in an estate plan, makes sure that plan is exceptionally clean.
September 01, 2015
Protecting a no-contest clause: What you need to knowIf the client wants to include a no-contest clause in an estate plan, makes sure that plan is exceptionally clean.
August 19, 2015
Guarding against charges of undue influence in estate planningA courts invalidation of a will based on undue influence requires several essential elements.
August 19, 2015
Guarding against charges of undue influence in estate planningA courts invalidation of a will based on undue influence requires several essential elements.