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
IRS Offers Large 2010 Estates Filing, Penalty Relief
By Michael S. FischerLarge estates of people who died last yearthose valued at more than $5 millionwill have until early next year to file required returns and pay any estate taxes due, the IRS announced.
September 09, 2011
CLATs: A Leading Estate Planning Strategy for Wealthy ClientsWhy a charitable lead annuity trust should be an integral piece of a tax-efficient wealth transfer plan in the current economic environment, and an example of how CLATs work.
September 08, 2011
The Bypass Trust Is Obsolete: Now What?If the bypass trust is obsolete, what do we replace it with?
September 07, 2011
IRS Issues Basis Guidance for Estates Electing Against the Estate TaxThe IRS has dropped the second shoe; giving taxpayers guidance through the complex procedural machinations they must follow to avoid the 2010 estate tax.
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?
August 31, 2011
Dan Ariely: ‘Overpaid’ Advisors Grossly Miscalculate Retirement NeedsIn a controversial blog post sure to attract the attention and possibly the ire of financial advisors, author and behavioral economics professor Dan Ariely says a simple algorithm can do what overpaid advisors do, probably with fewer errors, and that the basics could be done by highly trained monkeys.