Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Recruiting Roundup: Merrill Grabs Morgan Team, Makes Leadership Changes
By Marlene Y. SatterMeanwhile, Bay Area wealth management firm B|O|S adds Judith Gordon as an estate planning advisor.
February 02, 2016
Changes to estate planning laws in 2016: what to expectThe most significant regulatory changes limit the tax advantages for spin-off transactions involving a REIT.
December 30, 2015
Addressing beneficiaries in estate planningA major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, and IRAs.
December 30, 2015
Addressing beneficiaries in estate planningA major issue in estate planning is who to name as beneficiaries on life insurance policies, pension plan accounts, and IRAs.
December 23, 2015
States Can Impose an Estate Tax, TooMany advisors and their clients focus solely upon the impact of federal estate taxesto their potential detriment.
October 30, 2015
Estate planning for elderly clients: weighing the issuesGiven their aversion to discussing mortality, some seniors are racing against the clock to establish an estate plan.
October 30, 2015
Estate planning for elderly clients: weighing the issuesGiven their aversion to discussing mortality, some seniors are racing against the clock to establish an estate plan.
September 01, 2015
Protecting a no-contest clause: What you need to knowIf the client wants to include a no-contest clause in an estate plan, makes sure that plan is exceptionally clean.