Articles tagged as

Estate Tax

  1. Clinton's Estate Tax Plan: What Advisors Need to Know

  2. How "Death Tax" Waivers Work

  3. Managing Inherited IRAs: Distributions and Taxes

  4. 5 Top Tax Concerns Clients Face

  5. How Estate Taxes Work, A Real Life Example

  6. States With the Highest Inheritance/Estate Taxes

  7. Family Business Estate Tax Loophole Could Be Closed

  8. Top 10 Life Insurance Myths

  9. Mistakes to Avoid When You Own Life Insurance

  10. 3 Secrets You Didn't Know About Estate Planning

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

  12. The Top 4 Walmart Shareholders (WMT)

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

  14. Powerball Mania: Take the Annuity?

  15. Tax-Saving Advice for IRA Holders

  16. Estate Planning Tips for Tax-Deferred Investments

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

  18. How to Gift Your Way to Lower Estate Taxes

  19. How Much Will You Owe on Your Inheritance?

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

  21. How Advisors Can Build a HNW Estate Planning Niche

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

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

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

  25. How Income-Shifting Strategies Can Help Cut Taxes

  26. 8 States With Estate Taxes

  27. Estate Planning for Singles

  28. Tax-Efficient Strategies For International Clients

  29. How to Handle Client Beneficiary Designations

  30. Tip for Estate Planning on the Cheap

  31. Estate Planning Questions to Ask Clients Annually

  32. Top 3 Tips to Find an Estate Planning Lawyer

  33. Estate Planning Tips for the Average Client

  34. Why Even the Young Should Establish an Estate Plan

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

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

  37. How to Avoid the Inheritance Nobody Wants: Debt

  38. Top Financial Planning Strats for Unwed Couples

  39. An in Depth Look at How Inheritances Are Taxed

  40. Top Tips for Helping Clients Sustain Wealth

  41. 5 Signs It's Time to Hire an Estate Manager

  42. 10 Questions to Ask Your Estate Planning Attorney

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

  44. Estate Planning for a Surviving Spouse

  45. 5 Ways to Mess Up Estate Planning

  46. Why Advisors Should Sidle Up to Estate Attorneys

  47. How Are Zero-Coupon Municipal Bonds Taxed?

  48. Estate Planning and Elderly and Passed Clients

  49. Advice on Dealing with Unequal Inheritances

  50. Top Tips for Family Wealth Transfers

  51. 4 Tax-Free Muni Bond ETFs to Consider

  52. Estate Planning Tips for Financial Advisors

  53. Should You Convert Your IRA?

  54. 10 Sources Of Nontaxable Income

  55. Top 7 Estate Planning Mistakes

  56. Using Life Insurance To Make Charitable Donations

  57. State Laws Dictate Division Of Joint Property

  58. Downsize Your Home To Downsize Expenses

  59. Pick The Perfect Trust

  60. How To Plan For The Charitable Giving Boom

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

  62. Tax-Efficient Wealth Transfer

  63. 10 Estate Planning Tips For Women

  64. 6 Ways To Lose Your Estate

  65. What The New Gift Tax Rules Will Mean

  66. Why Same Sex Couples Pay More Taxes

  67. 20 Tax Changes You Need To Know About

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

  69. 5 Estate Planning Tips

  70. Don't Count On An Inheritance

  71. Bursting Boomers' Inheritance Dreams

  72. Top Estate Planning Tips For Same-Sex Couples

  73. Estate Planning Law Changes You Need To Know

  74. Disclaiming Inherited Plan Assets

  75. 7 Reasons To Review Or Revise Your Will

  76. 4 Ways To Minimize Estate Taxes

  77. How To Choose The Right Executor For Your Estate

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

  79. How To Avoid Taxation On Life Insurance Proceeds

  80. Establishing A Revocable Living Trust

  81. 6 Hidden Government Revenue Streams

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

  83. Getting Started On Your Estate Plan

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

  85. Cut Your Tax Bill With Permanent Life Insurance

  86. Planning For The Estate Tax's Return

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

  88. An Estate Planning Must: Update Your Beneficiaries

  89. Refusing An Inheritance

  90. A Look At The Generation-Skipping Transfer Tax

  91. Get Ready For The Estate Tax Phase-Out

  92. Get A Step Up With Credit Shelter Trusts

  93. A Multipurpose Future Planning Tool

  94. Saving Money With A Private Annuity Trust

  95. Estate Planning For Canadians

Trading Center