Articles tagged as

Estate Tax

  1. Family Business Estate Tax Loophole Could Be Closed

  2. Top 10 Life Insurance Myths

  3. Mistakes to Avoid When You Own Life Insurance

  4. 3 Secrets You Didn't Know About Estate Planning

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

  6. The Top 4 Walmart Shareholders (WMT)

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

  8. Powerball Mania: Take the Annuity?

  9. Tax-Saving Advice for IRA Holders

  10. Estate Planning Tips for Tax-Deferred Investments

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

  12. How to Gift Your Way to Lower Estate Taxes

  13. How Much Will You Owe on Your Inheritance?

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

  15. How Advisors Can Build a HNW Estate Planning Niche

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

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

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

  19. How Income-Shifting Strategies Can Help Cut Taxes

  20. 8 States With Estate Taxes

  21. Estate Planning for Singles

  22. Tax-Efficient Strategies For International Clients

  23. How to Handle Client Beneficiary Designations

  24. Tip for Estate Planning on the Cheap

  25. Estate Planning Questions to Ask Clients Annually

  26. Top 3 Tips to Find an Estate Planning Lawyer

  27. Estate Planning Tips for the Average Client

  28. Why Even the Young Should Establish an Estate Plan

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

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

  31. How to Avoid the Inheritance Nobody Wants: Debt

  32. Top Financial Planning Strats for Unwed Couples

  33. An in Depth Look at How Inheritances Are Taxed

  34. Top Tips for Helping Clients Sustain Wealth

  35. 5 Signs It's Time to Hire an Estate Manager

  36. 10 Questions to Ask Your Estate Planning Attorney

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

  38. Estate Planning for a Surviving Spouse

  39. 5 Ways to Mess Up Estate Planning

  40. Why Advisors Should Sidle Up to Estate Attorneys

  41. How Are Zero-Coupon Municipal Bonds Taxed?

  42. Estate Planning and Elderly and Passed Clients

  43. Advice on Dealing with Unequal Inheritances

  44. Top Tips for Family Wealth Transfers

  45. 4 Tax-Free Muni Bond ETFs to Consider

  46. Estate Planning Tips for Financial Advisors

  47. Should You Convert Your IRA?

  48. 10 Sources Of Nontaxable Income

  49. Top 7 Estate Planning Mistakes

  50. Using Life Insurance To Make Charitable Donations

  51. State Laws Dictate Division Of Joint Property

  52. Downsize Your Home To Downsize Expenses

  53. Pick The Perfect Trust

  54. How To Plan For The Charitable Giving Boom

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

  56. Tax-Efficient Wealth Transfer

  57. 10 Estate Planning Tips For Women

  58. 6 Ways To Lose Your Estate

  59. What The New Gift Tax Rules Will Mean

  60. Why Same Sex Couples Pay More Taxes

  61. 20 Tax Changes You Need To Know About

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

  63. 5 Estate Planning Tips

  64. Don't Count On An Inheritance

  65. Bursting Boomers' Inheritance Dreams

  66. Top Estate Planning Tips For Same-Sex Couples

  67. Estate Planning Law Changes You Need To Know

  68. Disclaiming Inherited Plan Assets

  69. 7 Reasons To Review Or Revise Your Will

  70. 4 Ways To Minimize Estate Taxes

  71. How To Choose The Right Executor For Your Estate

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

  73. How To Avoid Taxation On Life Insurance Proceeds

  74. Establishing A Revocable Living Trust

  75. 6 Hidden Government Revenue Streams

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

  77. Getting Started On Your Estate Plan

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

  79. Cut Your Tax Bill With Permanent Life Insurance

  80. Planning For The Estate Tax's Return

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

  82. An Estate Planning Must: Update Your Beneficiaries

  83. Refusing An Inheritance

  84. A Look At The Generation-Skipping Transfer Tax

  85. A Multipurpose Future Planning Tool

  86. Get Ready For The Estate Tax Phase-Out

  87. Get A Step Up With Credit Shelter Trusts

  88. Saving Money With A Private Annuity Trust

  89. Estate Planning For Canadians

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