Articles tagged as

Estate Tax

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

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

  3. How to Avoid the Inheritance Nobody Wants: Debt

  4. Top Financial Planning Strats for Unwed Couples

  5. How Advisors Can Build a HNW Estate Planning Niche

  6. An in Depth Look at How Inheritances Are Taxed

  7. Top Tips for Helping Clients Sustain Wealth

  8. 5 Signs It's Time to Hire an Estate Manager

  9. 10 Questions to Ask Your Estate Planning Attorney

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

  11. Estate Planning for a Surviving Spouse

  12. 3 Secrets You Didn't Know About Estate Planning

  13. 5 Ways to Mess Up Estate Planning

  14. Why Advisors Should Sidle Up to Estate Attorneys

  15. How Are Zero-Coupon Municipal Bonds Taxed?

  16. Estate Planning and Elderly and Passed Clients

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

  18. Tips for Spreading the Wealth to Relatives

  19. Tips for Handling Client Inheritance

  20. Advice on Dealing with Unequal Inheritances

  21. Top Tips for Family Wealth Transfers

  22. 4 Tax-Free Muni Bond ETFs to Consider

  23. Estate Planning Tips for Financial Advisors

  24. Should You Convert Your IRA?

  25. 10 Sources Of Nontaxable Income

  26. Tax-Saving Advice For IRA Holders

  27. Top 7 Estate Planning Mistakes

  28. Using Life Insurance To Make Charitable Donations

  29. State Laws Dictate Division Of Joint Property

  30. Top 10 Life Insurance Myths

  31. Downsize Your Home To Downsize Expenses

  32. Pick The Perfect Trust

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

  34. How To Plan For The Charitable Giving Boom

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

  36. Why You Shouldn't Die In 2013

  37. Tax-Efficient Wealth Transfer

  38. 10 Estate Planning Tips For Women

  39. 6 Ways To Lose Your Estate

  40. What The New Gift Tax Rules Will Mean

  41. Why Same Sex Couples Pay More Taxes

  42. 20 Tax Changes You Need To Know About

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

  44. 5 Estate Planning Tips

  45. Don't Count On An Inheritance

  46. Bursting Boomers' Inheritance Dreams

  47. Top Estate Planning Tips For Same-Sex Couples

  48. Estate Planning Law Changes You Need To Know

  49. Disclaiming Inherited Plan Assets

  50. 7 Reasons To Review Or Revise Your Will

  51. 4 Ways To Minimize Estate Taxes

  52. How To Choose The Right Executor For Your Estate

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

  54. 2010: The Best Time To Die?

  55. 8 Tax Cuts Set To Expire In 2011

  56. How To Avoid Taxation On Life Insurance Proceeds

  57. Establishing A Revocable Living Trust

  58. 6 Hidden Government Revenue Streams

  59. 6 Ways To Leave Less For Uncle Sam

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

  61. Getting Started On Your Estate Plan

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

  63. Cut Your Tax Bill With Permanent Life Insurance

  64. Planning For The Estate Tax's Return

  65. New Tax Breaks You Need To Know

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

  67. An Estate Planning Must: Update Your Beneficiaries

  68. 2009 Tax Credits: A Holiday Gift To Yourself

  69. Refusing An Inheritance

  70. A Look At The Generation-Skipping Transfer Tax

  71. Get Ready For The Estate Tax Phase-Out

  72. Get A Step Up With Credit Shelter Trusts

  73. A Multipurpose Future Planning Tool

  74. Estate Planning For Canadians

  75. Saving Money With A Private Annuity Trust

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