Articles tagged as

Estate Tax

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

  2. Powerball Mania: Take the Annuity?

  3. Tax-Saving Advice for IRA Holders

  4. Estate Planning Tips for Tax-Deferred Investments

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

  6. How to Gift Your Way to Lower Estate Taxes

  7. How Much Will You Owe on Your Inheritance?

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

  9. How Advisors Can Build a HNW Estate Planning Niche

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

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

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

  13. How Income-Shifting Strategies Can Help Cut Taxes

  14. 8 States With Estate Taxes

  15. Estate Planning for Singles

  16. Tax-Efficient Strategies For International Clients

  17. How to Handle Client Beneficiary Designations

  18. Tip for Estate Planning on the Cheap

  19. Estate Planning Questions to Ask Clients Annually

  20. Top 3 Tips to Find an Estate Planning Lawyer

  21. Estate Planning Tips for the Average Client

  22. Why Even the Young Should Establish an Estate Plan

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

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

  25. How to Avoid the Inheritance Nobody Wants: Debt

  26. Top Financial Planning Strats for Unwed Couples

  27. An in Depth Look at How Inheritances Are Taxed

  28. Top Tips for Helping Clients Sustain Wealth

  29. 5 Signs It's Time to Hire an Estate Manager

  30. 10 Questions to Ask Your Estate Planning Attorney

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

  32. Estate Planning for a Surviving Spouse

  33. 3 Secrets You Didn't Know About Estate Planning

  34. 5 Ways to Mess Up Estate Planning

  35. Why Advisors Should Sidle Up to Estate Attorneys

  36. How Are Zero-Coupon Municipal Bonds Taxed?

  37. Estate Planning and Elderly and Passed Clients

  38. Tips for Handling Client Inheritance

  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. Why You Shouldn't Die In 2013

  54. Tax-Efficient Wealth Transfer

  55. 10 Estate Planning Tips For Women

  56. 6 Ways To Lose Your Estate

  57. What The New Gift Tax Rules Will Mean

  58. Why Same Sex Couples Pay More Taxes

  59. 20 Tax Changes You Need To Know About

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

  61. 5 Estate Planning Tips

  62. Don't Count On An Inheritance

  63. Bursting Boomers' Inheritance Dreams

  64. Top Estate Planning Tips For Same-Sex Couples

  65. Estate Planning Law Changes You Need To Know

  66. Disclaiming Inherited Plan Assets

  67. 7 Reasons To Review Or Revise Your Will

  68. 4 Ways To Minimize Estate Taxes

  69. How To Choose The Right Executor For Your Estate

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

  71. 2010: The Best Time To Die?

  72. 8 Tax Cuts Set To Expire In 2011

  73. How To Avoid Taxation On Life Insurance Proceeds

  74. Establishing A Revocable Living Trust

  75. 6 Hidden Government Revenue Streams

  76. 6 Ways To Leave Less For Uncle Sam

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

  78. Getting Started On Your Estate Plan

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

  80. Cut Your Tax Bill With Permanent Life Insurance

  81. Planning For The Estate Tax's Return

  82. New Tax Breaks You Need To Know

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

  84. An Estate Planning Must: Update Your Beneficiaries

  85. 2009 Tax Credits: A Holiday Gift To Yourself

  86. Refusing An Inheritance

  87. A Look At The Generation-Skipping Transfer Tax

  88. Get Ready For The Estate Tax Phase-Out

  89. A Multipurpose Future Planning Tool

  90. Get A Step Up With Credit Shelter Trusts

  91. Saving Money With A Private Annuity Trust

  92. Estate Planning For Canadians

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