Estate Tax

  1. Why Estate Planning Is Easier Than You Think

    When done properly, estate planning ensures that your beneficiaries receive your ...
  2. Mistakes to Avoid When You Own Life Insurance

    How to avoid some common mistakes that can cause tax and inheritance problems when ...
  3. 3 Secrets You Didn't Know About Estate Planning

    Three estate planning secrets every advisor and saver needs to know.
  4. Your Estate: The Best Assets to Leave to Family

    When it comes to estate planning, there are three main factors that come into play ...
  5. The Top 4 Walmart Shareholders (WMT)

    Discover how the four largest direct shareholders in Wal-Mart, Inc. are all children ...
  6. Why It's So Important to Update Your Estate Plan

    As rules and exemptions tied to the estate tax change, so should your estate plan. ...
  1. The Top 4 Walmart Shareholders (WMT)

    Discover how the four largest direct shareholders in Wal-Mart, Inc. are all children ...
  2. A Look at the Pros and Cons of Muni Bonds

    Considering muni bonds? Here's a look at their pros and cons.
  3. Tax-Efficient Strategies For International Clients

    In a globalized world, international clients seek to diversify holdings by accessing ...
  4. 4 Tax-Free Muni Bond ETFs to Consider

    Tax free municipal bond ETFs are an excellent way to build wealth slowly. Here are ...
  1. Do beneficiaries pay taxes on life insurance?

    Learn how life insurance proceeds are generally not taxable to the beneficiary, but understand the unique situations in which ...
  2. Why is Belize considered a tax haven?

    Explore the factors that make Belize one of the most modern and corporate-friendly tax havens in the world, including its ...
  3. Are estate planning fees tax deductible?

    The costs of estate planning can be significant. Are any of these expenses deductible to the taxpayer or are they merely ...
  4. Are estate distributions taxable?

    Discover how estates are taxed, why estate distributions are generally tax-free, and circumstances that may require an heir ...
  1. Estate Planning: 16 Things To Do Before You Die

    Find out what you need to prepare to avoid serious estate planning mistakes.
  2. Top 8 Estate Planning Mistakes

    Proper planning will help ensure that your wishes are honored and your heirs are ...
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