Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate Planning for Pets Can Save Lives (PennLive.com)
By Staff WriterA little-considered part of estate planning redefines the traditional definition of trustees to include family members that truly cannot be their own advocate: your family pets.
September 29, 2011
Blood and money: families fighting over inheritanceAttorney P. Mark Accettura outlines three reasons why estate planning is so essential.
September 09, 2011
CLATs: A Leading Estate Planning Strategy for Wealthy ClientsWhy a charitable lead annuity trust should be an integral piece of a tax-efficient wealth transfer plan in the current economic environment, and an example of how CLATs work.
September 05, 2011
Daylight Savings TimeThe 2010 Tax Relief Act was supposed to give a two-year reprieve to the sunset of the Bush tax cuts. But will they do more harm than good?
September 04, 2011
Daylight Savings TimeThe 2010 Tax Relief Act was supposed to give a two-year reprieve to the sunset of the Bush tax cuts. But will they do more harm than good?
September 02, 2011
Avoid the FLP Trap When Paying the Estate TaxWhen an estate is facing a liquidity crisis, why not tap the family limited partnership for cash?
July 01, 2011
Estate PlanningToo many seniors fail to develop an overall estate plan to take them into retirement and leave something for their heirs. Use this checklist to make sure your clients are able to make an efficient transfer of their assets.
June 30, 2011
Estate PlanningToo many seniors fail to develop an overall estate plan to take them into retirement and leave something for their heirs. Use this checklist to make sure your clients are able to make an efficient transfer of their assets.