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.
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?
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.
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.
Lawyers for Wealthy Await Trump’s Estate Tax Plan
Despite Trump’s vow to end the tax, trust and estate professionals don’t appear panicked that a revenue stream is about to dry up.
The End of Long-Term Care Insurance as We Know It?
Many insurance carriers who have exited the traditional LTCI market have developed alternative products.