Articles tagged as

Estate Tax

  1. Mistakes to Avoid When You Own Life Insurance

  2. 3 Secrets You Didn't Know About Estate Planning

  3. Your Estate: The Best Assets to Leave to Family

  4. The Top 4 Walmart Shareholders (WMT)

  5. Estate Planning: 16 Things Prince (and You) Should Have Done

  6. Powerball Mania: Take the Annuity?

  7. Tax-Saving Advice for IRA Holders

  8. Estate Planning Tips for Tax-Deferred Investments

  9. A Look at the Pros and Cons of Muni Bonds

  10. How to Gift Your Way to Lower Estate Taxes

  11. How Much Will You Owe on Your Inheritance?

  12. These Are the 5 Financial Products/Services the Ultra-Rich Care About

  13. How Advisors Can Build a HNW Estate Planning Niche

  14. Estate Taxes: Who's on the Hook?

  15. Passing an IRA to a Trust: The Good and Bad

  16. Fund College for a Grandchild: 529 vs. HEET

  17. How Income-Shifting Strategies Can Help Cut Taxes

  18. 8 States With Estate Taxes

  19. Estate Planning for Singles

  20. Tax-Efficient Strategies For International Clients

  21. How to Handle Client Beneficiary Designations

  22. Tip for Estate Planning on the Cheap

  23. Estate Planning Questions to Ask Clients Annually

  24. Top 3 Tips to Find an Estate Planning Lawyer

  25. Estate Planning Tips for the Average Client

  26. Why Even the Young Should Establish an Estate Plan

  27. How to Tell if You Need an Estate Planning Lawyer

  28. Inherited IRA and 401(k) Rules: Don't Run Afoul

  29. How to Avoid the Inheritance Nobody Wants: Debt

  30. Top Financial Planning Strats for Unwed Couples

  31. An in Depth Look at How Inheritances Are Taxed

  32. Top Tips for Helping Clients Sustain Wealth

  33. 5 Signs It's Time to Hire an Estate Manager

  34. 10 Questions to Ask Your Estate Planning Attorney

  35. A Quick Guide to High-Net-Worth Estate Planning

  36. Estate Planning for a Surviving Spouse

  37. 5 Ways to Mess Up Estate Planning

  38. Why Advisors Should Sidle Up to Estate Attorneys

  39. How Are Zero-Coupon Municipal Bonds Taxed?

  40. Estate Planning and Elderly and Passed Clients

  41. Advice on Dealing with Unequal Inheritances

  42. Top Tips for Family Wealth Transfers

  43. 4 Tax-Free Muni Bond ETFs to Consider

  44. Estate Planning Tips for Financial Advisors

  45. Should You Convert Your IRA?

  46. 10 Sources Of Nontaxable Income

  47. Top 7 Estate Planning Mistakes

  48. Using Life Insurance To Make Charitable Donations

  49. State Laws Dictate Division Of Joint Property

  50. Top 10 Life Insurance Myths

  51. Downsize Your Home To Downsize Expenses

  52. Pick The Perfect Trust

  53. How To Plan For The Charitable Giving Boom

  54. Must-Do Financial Moves For Same-Sex Marriages

  55. Tax-Efficient Wealth Transfer

  56. 10 Estate Planning Tips For Women

  57. 6 Ways To Lose Your Estate

  58. What The New Gift Tax Rules Will Mean

  59. Why Same Sex Couples Pay More Taxes

  60. 20 Tax Changes You Need To Know About

  61. Safe Tax Planning For High-Net-Worth Filers

  62. 5 Estate Planning Tips

  63. Don't Count On An Inheritance

  64. Bursting Boomers' Inheritance Dreams

  65. Top Estate Planning Tips For Same-Sex Couples

  66. Estate Planning Law Changes You Need To Know

  67. Disclaiming Inherited Plan Assets

  68. 7 Reasons To Review Or Revise Your Will

  69. 4 Ways To Minimize Estate Taxes

  70. How To Choose The Right Executor For Your Estate

  71. Uncle Sam's Surprise: Unexpected Sources Of Taxable Income

  72. How To Avoid Taxation On Life Insurance Proceeds

  73. Establishing A Revocable Living Trust

  74. 6 Hidden Government Revenue Streams

  75. Want A Bigger Tax Refund? Don't Itemize

  76. Getting Started On Your Estate Plan

  77. The History Of Taxes In The U.S.

  78. Cut Your Tax Bill With Permanent Life Insurance

  79. Planning For The Estate Tax's Return

  80. You're Retired. Should You Ditch Your Life Insurance Policy?

  81. An Estate Planning Must: Update Your Beneficiaries

  82. Refusing An Inheritance

  83. A Look At The Generation-Skipping Transfer Tax

  84. A Multipurpose Future Planning Tool

  85. Get Ready For The Estate Tax Phase-Out

  86. Get A Step Up With Credit Shelter Trusts

  87. Saving Money With A Private Annuity Trust

  88. Estate Planning For Canadians

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