Articles tagged as

Estate Tax

  1. How "Death Tax" Waivers Work

  2. Managing Inherited IRAs: Distributions and Taxes

  3. 5 Top Tax Concerns Clients Face

  4. How Estate Taxes Work, A Real Life Example

  5. States With the Highest Inheritance/Estate Taxes

  6. Family Business Estate Tax Loophole Could Be Closed

  7. Top 10 Life Insurance Myths

  8. Mistakes to Avoid When You Own Life Insurance

  9. 3 Secrets You Didn't Know About Estate Planning

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

  11. The Top 4 Walmart Shareholders (WMT)

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

  13. Powerball Mania: Take the Annuity?

  14. Tax-Saving Advice for IRA Holders

  15. Estate Planning Tips for Tax-Deferred Investments

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

  17. How to Gift Your Way to Lower Estate Taxes

  18. How Much Will You Owe on Your Inheritance?

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

  20. How Advisors Can Build a HNW Estate Planning Niche

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

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

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

  24. How Income-Shifting Strategies Can Help Cut Taxes

  25. 8 States With Estate Taxes

  26. Estate Planning for Singles

  27. Tax-Efficient Strategies For International Clients

  28. How to Handle Client Beneficiary Designations

  29. Tip for Estate Planning on the Cheap

  30. Estate Planning Questions to Ask Clients Annually

  31. Top 3 Tips to Find an Estate Planning Lawyer

  32. Estate Planning Tips for the Average Client

  33. Why Even the Young Should Establish an Estate Plan

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

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

  36. How to Avoid the Inheritance Nobody Wants: Debt

  37. Top Financial Planning Strats for Unwed Couples

  38. An in Depth Look at How Inheritances Are Taxed

  39. Top Tips for Helping Clients Sustain Wealth

  40. 5 Signs It's Time to Hire an Estate Manager

  41. 10 Questions to Ask Your Estate Planning Attorney

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

  43. Estate Planning for a Surviving Spouse

  44. 5 Ways to Mess Up Estate Planning

  45. Why Advisors Should Sidle Up to Estate Attorneys

  46. How Are Zero-Coupon Municipal Bonds Taxed?

  47. Estate Planning and Elderly and Passed Clients

  48. Advice on Dealing with Unequal Inheritances

  49. Top Tips for Family Wealth Transfers

  50. 4 Tax-Free Muni Bond ETFs to Consider

  51. Estate Planning Tips for Financial Advisors

  52. Should You Convert Your IRA?

  53. 10 Sources Of Nontaxable Income

  54. Top 7 Estate Planning Mistakes

  55. Using Life Insurance To Make Charitable Donations

  56. State Laws Dictate Division Of Joint Property

  57. Downsize Your Home To Downsize Expenses

  58. Pick The Perfect Trust

  59. How To Plan For The Charitable Giving Boom

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

  61. Tax-Efficient Wealth Transfer

  62. 10 Estate Planning Tips For Women

  63. 6 Ways To Lose Your Estate

  64. What The New Gift Tax Rules Will Mean

  65. Why Same Sex Couples Pay More Taxes

  66. 20 Tax Changes You Need To Know About

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

  68. 5 Estate Planning Tips

  69. Don't Count On An Inheritance

  70. Bursting Boomers' Inheritance Dreams

  71. Top Estate Planning Tips For Same-Sex Couples

  72. Estate Planning Law Changes You Need To Know

  73. Disclaiming Inherited Plan Assets

  74. 7 Reasons To Review Or Revise Your Will

  75. 4 Ways To Minimize Estate Taxes

  76. How To Choose The Right Executor For Your Estate

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

  78. How To Avoid Taxation On Life Insurance Proceeds

  79. Establishing A Revocable Living Trust

  80. 6 Hidden Government Revenue Streams

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

  82. Getting Started On Your Estate Plan

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

  84. Cut Your Tax Bill With Permanent Life Insurance

  85. Planning For The Estate Tax's Return

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

  87. An Estate Planning Must: Update Your Beneficiaries

  88. Refusing An Inheritance

  89. A Look At The Generation-Skipping Transfer Tax

  90. Get A Step Up With Credit Shelter Trusts

  91. A Multipurpose Future Planning Tool

  92. Get Ready For The Estate Tax Phase-Out

  93. Saving Money With A Private Annuity Trust

  94. Estate Planning For Canadians

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