Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
RUFADAA: The most important law you’ve never heard of
By Jeffrey LevineRUFADAA solves many of the problems faced when executing a legal digital estate plan, but it isn't yet federal law.
August 24, 2016
5 mistakes estate executors makeNaive executors risk making mistakes that can put the estate in jeopardy.
July 12, 2016
Top 10 Tax, Estate Planning Issues for Same-Sex CouplesToday, there are opportunities and protections within reach for same-sex couples that were unavailable during most of American history, says lawyer John McManus.
June 16, 2016
Think Estate Planning Should Be Left to the Attorney? Not So Fast ...Before you decide to leave your clients estate planning to the attorney, consider that youre the one best positioned to help that estate plan succeed.
June 07, 2016
New Estate Planning Strategies for a Post-Portability WorldIn particular, if your clients are still relying on credit shelter trusts set up before 2013, beware the adverse tax consequences.
June 03, 2016
Here are 9 ways to preempt a will contestWill contests are a frustratingly common occurrence among heirs who feel they havent gotten their just rewards.
June 03, 2016
Here are 9 ways to preempt a will contestWill contests are a frustratingly common occurrence among heirs who feel they havent gotten their just rewards.
April 29, 2016
The boomer estate planning boom: 9 ways to get in on itThe number of boomer candidates for estate planning guidance swells daily, with an estimated 10,000 boomers due to hit the traditional retirement age of 65 each day for the next 15 years.