Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Estate Tax and Gift Plans Can Greatly Reduce Tax on Wealth Transfers
By Kate McBrideStrategies for transfer take advantage of the two-year tax window and a long-term plan.
December 22, 2010
Generation-Skipping Tax: How to Save $20 Million Before 2011Clients have big assets to transfer? Better postpone that ski vacation!
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 17, 2010
Obama Signs Tax-Cut Extension Bill Passed by HousePresident Barack Obama signed the compromise tax plan on Friday afternoon that the House of Representatives passed late Thursday night.
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 15, 2010
Boomers Could Inherit Over $8 Trillion: MetLifeBoomers stand to inherit over $8 trillion, according to a study released Tuesday by the MetLife Mature Market Institute.
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 13, 2010
Estate Tax Reform: Harold Evensky and Diahann Lassus Weigh InThere is a proposal in the Senate’s pending tax-cut bill to revamp estate taxes for 2011 from what was scheduled to become law on Jan. 1 if Congress took no action.