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
Generation-Skipping Tax: How to Save $20 Million Before 2011
By Kate McBrideClients have big assets to transfer? Better postpone that ski vacation!
December 16, 2010
Clarity Comes to Estate Planning With Tax Bill's PassageProvisions for 2010 afford choice to heirs; gifts to children provide ‘huge opportunities.’
December 15, 2010
Boomers Could Inherit Over $8 Trillion: MetLifeBoomers stand to inherit over $8 trillion, according to a study released Tuesday by the MetLife Mature Market Institute.
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 13, 2010
Estate Tax Reform: Harold Evensky and Diahann Lassus Weigh InThere is a proposal in the Senate’s pending tax-cut bill to revamp estate taxes for 2011 from what was scheduled to become law on Jan. 1 if Congress took no action.
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.
December 08, 2010
Bush Tax Cut Deal: Estate Tax Proposed; Income Tax Rates Not CertainCould Estate tax be retroactive to 2010? Doubts remain over top rates for income taxes and dividends or cap gains.