Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
GOP Tax Plan Increases Need for Estate Planning Flexibility
By William H. Byrnes, Robert BloinkFor high-net-worth clients, the key principle today is keeping options open.
April 06, 2017
Where There’s a Will, There’s a Way — if Loved Ones Can Find ItMany Americans die without telling their family members where to find their wills or how their estates will be divided, a BMO report says.
March 14, 2017
Estate Planning: The Family Limited Partnership StrategyA recent Tax Court ruling provides valuable lessons in how HNW clients can use this strategy to minimize transfer taxes, legally.
March 09, 2017
Digital assets and estate planning in 2017Being able to manage a client's online personal and financial records is now essential to comprehensive estate planning.
March 09, 2017
Digital assets and estate planning in 2017Being able to manage a client's online personal and financial records is now essential to comprehensive estate planning.
March 08, 2017
Estate Planning: Life Insurance and the Gross Estate of the InsuredTax Facts experts answer questions like: What benefits payable at death are included in the term life insurance for estate tax purposes?
February 28, 2017
Irrevocable trusts remain powerful in estate planningIncorporating a flexible, irrevocable life insurance trust (ILIT) into an estate plan can produce meaningful results.
February 28, 2017
Irrevocable trusts remain powerful in estate planningIncorporating a flexible, irrevocable life insurance trust (ILIT) into an estate plan can produce meaningful results.