Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
CLATs: A Leading Estate Planning Strategy for Wealthy Clients
By Gavin MorrisseyWhy 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 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.
June 27, 2011
What Next? ILITs & Estate Planning With the $5M ExclusionSurrender, sale or replacement. Which method of disposing of unneeded insurance policies is best for your clients?
June 15, 2011
Estate Planning: Time Running Out on $5 M Gift-Tax ExemptionDefective trusts are one way to implement an “estate freeze” that leverages the $5 million gift-tax exemption due to expire this year.
June 02, 2011
The Wait-and-See TrustThe Tax Relief Act of 2010 made significant changes to the federal transfer tax system, including a $5 million federal estate and gift tax exemption.
April 29, 2011
Estate Planning Expert Cautions on Tax Shelter UseAt Conference on Philanthropy, Jonathan Ackerman says some shelters can harm clients.