Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
What Next? ILITs & Estate Planning With the $5M Exclusion
By Robert Bloink, William H. ByrnesSurrender, sale or replacement. Which method of disposing of unneeded insurance policies is best for your clients?
April 29, 2011
Estate Planning Expert Cautions on Tax Shelter UseAt Conference on Philanthropy, Jonathan Ackerman says some shelters can harm clients.
April 01, 2011
Religious Estate PlanningNo area of the law is more fraught with religious issues than estate planning. Martin
April 01, 2011
Religious Estate PlanningNo area of the law is more fraught with religious issues than estate planning. Martin
April 01, 2011
What the tax deal means to your client's estate planRecently, President Obama made a tax deal with the Republicans to extend the Bush income tax cuts for two years. Along with the extension,
March 31, 2011
What the tax deal means to your client's estate planRecently, President Obama made a tax deal with the Republicans to extend the Bush income tax cuts for two years. Along with the extension,
February 28, 2011
Estate and Gift Taxes Reunited: Estate Planning for 2011 and Voices of 2010The 2010 Tax Act delivers solid benefits for the estates of those dying in next two years: a higher exemption, lower tax rates, and an especially generous portability provision for unused exemptions between spouses.
February 07, 2011
Estate Tax Planning 101: ‘Call to Action’Estate planning 101 applies to all clients. Guiding clients to get the right counsel is an important conversation to have and another reason for clients to value wealth managers’ services.