Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Under the Hood: What You Need to Know About the Federal Estate Tax
By Mike PattonWhats included in the estate, whats the tax on that estate and what are the resources for learning more, including designations to consider achieving.
September 26, 2014
California governor vetoes asset recovery billEnacting S.B. 1124 could have eliminated efforts to collect from surviving spouses.
September 25, 2014
Estate planning for the modern familyLaws and policies across the U.S. have largely failed to keep pace with shifting family structures.
September 25, 2014
Estate planning for the modern familyLaws and policies across the U.S. have largely failed to keep pace with shifting family structures.
September 05, 2014
100 questions to ask in an estate planning interviewThe initial interview is critical in estate planning, both to shield against malpractice concerns and to ensure a stable and mutually beneficial client-advisor relationship.
August 21, 2014
What’s the point of having or updating your estate plan?Estate planning has less to do with taxes and more to do with making sure your wishes are known and honored.
July 28, 2014
Conventional wisdom in estate planning needs a changeWithout proper planning, retirement accounts could be susceptible to both income and estate taxes.
July 28, 2014
Conventional wisdom in estate planning needs a changeWithout proper planning, retirement accounts could be susceptible to both income and estate taxes.