Articles tagged as

Estate Tax

  1. The Top 4 Walmart Shareholders (WMT)

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

  3. Powerball Mania: Take the Annuity?

  4. Tax-Saving Advice for IRA Holders

  5. Estate Planning Tips for Tax-Deferred Investments

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

  7. How to Gift Your Way to Lower Estate Taxes

  8. How Much Will You Owe on Your Inheritance?

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

  10. How Advisors Can Build a HNW Estate Planning Niche

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

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

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

  14. How Income-Shifting Strategies Can Help Cut Taxes

  15. 8 States With Estate Taxes

  16. Estate Planning for Singles

  17. Tax-Efficient Strategies For International Clients

  18. How to Handle Client Beneficiary Designations

  19. Tip for Estate Planning on the Cheap

  20. Estate Planning Questions to Ask Clients Annually

  21. Top 3 Tips to Find an Estate Planning Lawyer

  22. Estate Planning Tips for the Average Client

  23. Why Even the Young Should Establish an Estate Plan

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

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

  26. How to Avoid the Inheritance Nobody Wants: Debt

  27. Top Financial Planning Strats for Unwed Couples

  28. An in Depth Look at How Inheritances Are Taxed

  29. Top Tips for Helping Clients Sustain Wealth

  30. 5 Signs It's Time to Hire an Estate Manager

  31. 10 Questions to Ask Your Estate Planning Attorney

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

  33. Estate Planning for a Surviving Spouse

  34. 3 Secrets You Didn't Know About Estate Planning

  35. 5 Ways to Mess Up Estate Planning

  36. Why Advisors Should Sidle Up to Estate Attorneys

  37. How Are Zero-Coupon Municipal Bonds Taxed?

  38. Estate Planning and Elderly and Passed Clients

  39. Advice on Dealing with Unequal Inheritances

  40. Top Tips for Family Wealth Transfers

  41. 4 Tax-Free Muni Bond ETFs to Consider

  42. Estate Planning Tips for Financial Advisors

  43. Should You Convert Your IRA?

  44. 10 Sources Of Nontaxable Income

  45. Top 7 Estate Planning Mistakes

  46. Using Life Insurance To Make Charitable Donations

  47. State Laws Dictate Division Of Joint Property

  48. Top 10 Life Insurance Myths

  49. Downsize Your Home To Downsize Expenses

  50. Pick The Perfect Trust

  51. How To Plan For The Charitable Giving Boom

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

  53. Tax-Efficient Wealth Transfer

  54. 10 Estate Planning Tips For Women

  55. 6 Ways To Lose Your Estate

  56. What The New Gift Tax Rules Will Mean

  57. Why Same Sex Couples Pay More Taxes

  58. 20 Tax Changes You Need To Know About

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

  60. 5 Estate Planning Tips

  61. Don't Count On An Inheritance

  62. Bursting Boomers' Inheritance Dreams

  63. Top Estate Planning Tips For Same-Sex Couples

  64. Estate Planning Law Changes You Need To Know

  65. Disclaiming Inherited Plan Assets

  66. 7 Reasons To Review Or Revise Your Will

  67. 4 Ways To Minimize Estate Taxes

  68. How To Choose The Right Executor For Your Estate

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

  70. How To Avoid Taxation On Life Insurance Proceeds

  71. Establishing A Revocable Living Trust

  72. 6 Hidden Government Revenue Streams

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

  74. Getting Started On Your Estate Plan

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

  76. Cut Your Tax Bill With Permanent Life Insurance

  77. Planning For The Estate Tax's Return

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

  79. An Estate Planning Must: Update Your Beneficiaries

  80. Refusing An Inheritance

  81. A Look At The Generation-Skipping Transfer Tax

  82. A Multipurpose Future Planning Tool

  83. Get Ready For The Estate Tax Phase-Out

  84. Get A Step Up With Credit Shelter Trusts

  85. Saving Money With A Private Annuity Trust

  86. Estate Planning For Canadians

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