Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Tax Court Provides Help for Estate Planning Using Gift Tax Valuation
By Robert Bloink, William H. ByrnesReversing course, the Tax Court recently blessed a valuation strategy for lifetime gifts that can be used to reduce overall estate tax liability.
October 24, 2013
8 ways to help widows navigate an inheritanceHere's how you can help grieving spouses make the right decisions after a loss.
October 24, 2013
8 ways to help widows navigate an inheritanceHere's how you can help grieving spouses make the right decisions after a loss.
October 23, 2013
New Hire Roundup: Marvin Davis Goes to Edelman Financial ServicesAlso this week, Michele Buck was elected to the board at New York Life, and Lisa Parry Howard and Kathleen Parsons joined New York Private Trust Co.
October 17, 2013
How one family fought the IRS on estate taxes — and wonJean Steinberg sought a way to avoid the three-year rule ... and found one.
October 17, 2013
How one family fought the IRS on estate taxes — and wonJean Steinberg sought a way to avoid the three-year rule ... and found one.
October 16, 2013
Countering elder financial abuseAdvisors have an important role to play in protecting seniors from financial exploitation.
October 10, 2013
5 tips for digital estate planningHave your clients considered what might happen to their online lives once they pass?