Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Estate Planning Attorneys Enjoyed Increased Business in 2010
By Michael S. FischerAccording to the Fourth Annual Industry Trends Survey, released Monday by WealthCounsel and Trusts & Estates magazine, 46% of estate planning attorneys saw an increase in business last year, up from 40% in 2009.
December 19, 2010
Eyeing Alternatives to the Short-Term GRATWhile the nation's attention is riveted on negotiations between the Administration and Congress over the final disposition of the Bush-era tax cuts, advisors to the affluent are breathing easy.
December 16, 2010
Clarity Comes to Estate Planning With Tax Bill's PassageProvisions for 2010 afford choice to heirs; gifts to children provide ‘huge opportunities.’
December 13, 2010
H.R. 4853: Obama, Reid Win Senate Cloture VoteThe Senate has voted to proceed with debate on the tax deal President Obama worked out with top Republicans.
December 12, 2010
H.R. 4853: Obama, Reid Win Senate Cloture VoteThe Senate has voted to proceed with debate on the tax deal President Obama worked out with top Republicans.
October 07, 2010
Estate Planning: A Trust for Your Personal ResidenceWhen is wealth transfer using a personal residence part of a smart estate plan?
October 01, 2010
Down to the wireFeel like the looming changes to federal estate tax have created more than their share of confusion?