Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Questions persist around settling Prince's estate
By Kristen BeckmanHere's what Prince's death can teach the rest of us about estate planning.
February 03, 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.
February 03, 2016
Assisted suicide & estate planning: issues to weighAn idea that once revolved around the lone efforts of Dr. Jack Kevorkian assisted suicide has now gone mainstream, which raises a number of questions for life insurers.
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.