Articles tagged as

Estate Tax

  1. Powerball Mania: Take the Annuity?

  2. Tax-Saving Advice for IRA Holders

  3. Estate Planning Tips for Tax-Deferred Investments

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

  5. How to Gift Your Way to Lower Estate Taxes

  6. How Much Will You Owe on Your Inheritance?

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

  8. How Advisors Can Build a HNW Estate Planning Niche

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

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

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

  12. How Income-Shifting Strategies Can Help Cut Taxes

  13. 8 States With Estate Taxes

  14. Estate Planning for Singles

  15. Tax-Efficient Strategies For International Clients

  16. How to Handle Client Beneficiary Designations

  17. Tip for Estate Planning on the Cheap

  18. Estate Planning Questions to Ask Clients Annually

  19. Top 3 Tips to Find an Estate Planning Lawyer

  20. Estate Planning Tips for the Average Client

  21. Why Even the Young Should Establish an Estate Plan

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

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

  24. How to Avoid the Inheritance Nobody Wants: Debt

  25. Top Financial Planning Strats for Unwed Couples

  26. An in Depth Look at How Inheritances Are Taxed

  27. Top Tips for Helping Clients Sustain Wealth

  28. 5 Signs It's Time to Hire an Estate Manager

  29. 10 Questions to Ask Your Estate Planning Attorney

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

  31. Estate Planning for a Surviving Spouse

  32. 3 Secrets You Didn't Know About Estate Planning

  33. 5 Ways to Mess Up Estate Planning

  34. Why Advisors Should Sidle Up to Estate Attorneys

  35. How Are Zero-Coupon Municipal Bonds Taxed?

  36. Estate Planning and Elderly and Passed Clients

  37. Tips for Handling Client Inheritance

  38. Advice on Dealing with Unequal Inheritances

  39. Top Tips for Family Wealth Transfers

  40. 4 Tax-Free Muni Bond ETFs to Consider

  41. Estate Planning Tips for Financial Advisors

  42. Should You Convert Your IRA?

  43. 10 Sources Of Nontaxable Income

  44. Top 7 Estate Planning Mistakes

  45. Using Life Insurance To Make Charitable Donations

  46. State Laws Dictate Division Of Joint Property

  47. Top 10 Life Insurance Myths

  48. Downsize Your Home To Downsize Expenses

  49. Pick The Perfect Trust

  50. Estate Planning: 16 Things To Do Before You Die

  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. Estate Planning For Canadians

  92. Saving Money With A Private Annuity Trust

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