Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Tax Law Holds Serious Implications for AB Trust Holders
By Michael S. FischerThe 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 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.
October 07, 2010
Estate Planning: A Trust for Your Personal ResidenceWhen is wealth transfer using a personal residence part of a smart estate plan?
October 01, 2010
Down to the wireFeel like the looming changes to federal estate tax have created more than their share of confusion?
September 30, 2010
Down to the wireFeel like the looming changes to federal estate tax have created more than their share of confusion?
September 09, 2010
Down to the wire: Four estate planning tipsWhat will happen with estate tax policy? It's all guesswork, which means estate planners must account for a range of outcomes.