Estate Tax

  1. 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. ...
  2. Estate Planning: 16 Things Prince (and You) Should ...

    The must-do list Prince and his advisors should have completed to avoid leaving his ...
  3. Powerball Mania: Take the Annuity?

    Should you win the lottery, you need to decide how to accept your winnings: lump ...
  4. Tax-Saving Advice for IRA Holders

    Be informed about benefits and deductions that may apply to you and avoid costly ...
  5. Estate Planning Checkup: When to Update your ...

    Estate planning is an important piece of an overall financial plan, but it can't ...
  6. 4 Reasons Estate Planning Is So Important

    Estate planning isn't fun, but without it, there can be devastating consequences.
  1. A Look at the Pros and Cons of Muni Bonds

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

    In a globalized world, international clients seek to diversify holdings by accessing ...
  3. 4 Tax-Free Muni Bond ETFs to Consider

    Tax free municipal bond ETFs are an excellent way to build wealth slowly. Here are ...
  1. How are life insurance proceeds taxed?

    Generally, life insurance death benefits that are paid out to a beneficiary in lump sum are not included as income to the ...
  2. 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 ...
  3. 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 ...
  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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