Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Pomeroy Estate Tax Bill Heads To House Floor
By Arthur D. PostalH.R. 4154 -- a bill that would make the 2009 estate tax level permanent -- is set to come to the House floor Thursday.
October 26, 2009
Ask the expert: Use immediate annuities in estate planning?Here are are some factors to keep in mindI am considering using a single premium immediate annuity as part of an estate plan for my clients. about doing this?
October 25, 2009
Ask the expert: Use immediate annuities in estate planning?Here are are some factors to keep in mindI am considering using a single premium immediate annuity as part of an estate plan for my clients. about doing this?
October 01, 2009
Creating an Estate Plan Using Insurance ProductsWhen you discuss estate planning with your high-net-worth clients, there are seemingly endless directions that you could go in. So why would you choose to use only insurance products, and what are some of the best options...
October 01, 2009
Getting Estate Planning HelpThe next few years will be a challenging time for advisors to stay current in creating, monitoring, and modifying clients' estate plans. Trusts, tax, and...
September 30, 2009
Economic Turmoil Planning: Taking Steps to Take ControlFailure to review, reassess and adjust planning to reflect current economic realities may serve to multiply financial hardships many times over and for years to come.
August 19, 2009
Estate tax debate heating upWill Michael Jackson's $500 million+ estate really end up paying 45% to the federal government via the estate tax? Quite possibly. The King of Pop's death has put the estate tax back on the front burner.
August 19, 2009
Estate tax debate heating upWill Michael Jackson's $500 million+ estate really end up paying 45% to the federal government via the estate tax? Quite possibly. The King of Pop's death has put the estate tax back on the front burner.