Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
An estate planning primer for 2011
By Dean ZayedCurrent 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 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?
July 01, 2011
Estate PlanningToo 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 30, 2011
Estate PlanningToo 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 27, 2011
What Next? ILITs & Estate Planning With the $5M ExclusionSurrender, sale or replacement. Which method of disposing of unneeded insurance policies is best for your clients?
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.