Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Web Exclusive: Probabilistic Estate Planning
By staff WriterYou have no idea what Congress and the Obama administration will do about the estate tax. Joseph F. Stenken has ideas about how to cope with the uncertainty.
March 12, 2010
New Advisor Tools Address Estate Tax UncertaintyA Midwestern insurer has rolled out a new web site to help keep clients' estate planning on track.
March 11, 2010
Principal Adds Estate Planning SiteAn insurer has set up a new estate planning legislation tracking service.
March 11, 2010
Principal Adds Estate Planning SiteAn insurer has set up a new estate planning legislation tracking service.
March 04, 2010
Estate Planning in 2010Among the tasks that fall to survivors and executors of any estate, but certainly one in which there are substantial assets, is to gather the records of assets and accounts, values and costs. This may never have been more challenging than it is now.
March 03, 2010
Insurer Launches Special Needs Planning CenterA large insurance carrier is launching a dedicated unit for special needs planners who serve the financial needs of families and individuals with special needs.
February 16, 2010
Could the Roth Conversion Be an Estate Planning Opportunity?2010 provides wealthy clients with a chance to implement planning that until now had been unavailable to high-income earners: a Roth IRA conversion.
November 30, 2009
Pomeroy Estate Tax Bill Heads To House FloorH.R. 4154 -- a bill that would make the 2009 estate tax level permanent -- is set to come to the House floor Thursday.