Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Clarity Comes to Estate Planning With Tax Bill's Passage
By Kate McBrideProvisions for 2010 afford choice to heirs; gifts to children provide ‘huge opportunities.’
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?
September 30, 2010
Down to the wireFeel like the looming changes to federal estate tax have created more than their share of confusion?
September 09, 2010
Down to the wire: Four estate planning tipsWhat will happen with estate tax policy? It's all guesswork, which means estate planners must account for a range of outcomes.
September 09, 2010
Down to the wire: Four estate planning tipsWhat will happen with estate tax policy? It's all guesswork, which means estate planners must account for a range of outcomes.
August 25, 2010
State of Estate TaxationThe golden age of estate planning/wealth transfer is upon us. The stars, moon and earth have aligned to make this a key area for us in the financial services industry.