Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Religious Estate Planning
By Martin M. ShenkmanNo area of the law is more fraught with religious issues than estate planning. Martin
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.
January 10, 2011
Estate Planning Attorneys Enjoyed Increased Business in 2010According 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 28, 2010
Estate Planning Demystified, and Saving Millions in Taxes on Gifts to GrandchildrenSome of the estate and gift tax rules will require fast action before year-end; others will allow you to act retroactively. See what your clients may need before the new year.
December 27, 2010
Tax Law Holds Serious Implications for AB Trust HoldersThe portability of the estate tax exclusion under the recently passed tax bill may lead you to review your wealthy clients' estate plans, especially if they have existing AB trusts.
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.