Succession Planning and Key Person Life Insurance: The Tax Implications
The experts at Tax Facts discuss the tax and estate planning issues surrounding the death of a key person.
Tax Planning for Business Succession and Stock Purchase Agreements
Tax Facts experts answer questions regarding regarding business succession and stock purchase agreements.
Estate Planning: The Family Limited Partnership Strategy
A recent Tax Court ruling provides valuable lessons in how HNW clients can use this strategy to minimize transfer taxes, legally.
Estate Planning: Life Insurance and the Gross Estate of the Insured
Tax Facts experts answer questions like: What benefits payable at death are included in the term “life insurance” for estate tax purposes?
The ‘Death Tax’ Deserves to Live
The much-maligned estate tax is far better than its detractors claim and should be restored to its 1980s levels.
The New Era of Estate Planning
With the growth of digital assets and uncertainty over tax reform under President Trump, advisors face new challenges in estate planning.
Why Estate Planning Still Matters in an Uncertain Tax Environment
What can advisors do now to help clients protect their assets and the people they care about?
Study Finds Parent-Child Disconnect on Discussing Estate Plans
Fidelity has introduced an online tool to facilitate the estate planning process.
Everplans: A Tech Tool That Could Be an Estate Planning Game-Changer
The user-friendly website has applications for advisors looking to improve service and attract new clients.
Estate Planning 101: Motivating Clients to Get Started
Helping clients focus on the positive aspects of putting a plan in place may help motivate them to commit to the process.