Articles tagged as

Estate Tax

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

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

  3. How Income-Shifting Strategies Can Help Cut Taxes

  4. 8 States With Estate Taxes

  5. Estate Planning for Singles

  6. Tax-Efficient Strategies For International Clients

  7. How to Handle Client Beneficiary Designations

  8. Tip for Estate Planning on the Cheap

  9. Estate Planning Questions to Ask Clients Annually

  10. Top 3 Tips to Find an Estate Planning Lawyer

  11. Estate Planning Tips for the Average Client

  12. Why Even the Young Should Establish an Estate Plan

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

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

  15. How to Avoid the Inheritance Nobody Wants: Debt

  16. Top Financial Planning Strats for Unwed Couples

  17. How Advisors Can Build a HNW Estate Planning Niche

  18. An in Depth Look at How Inheritances Are Taxed

  19. Top Tips for Helping Clients Sustain Wealth

  20. 5 Signs It's Time to Hire an Estate Manager

  21. 10 Questions to Ask Your Estate Planning Attorney

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

  23. Estate Planning for a Surviving Spouse

  24. 3 Secrets You Didn't Know About Estate Planning

  25. 5 Ways to Mess Up Estate Planning

  26. Why Advisors Should Sidle Up to Estate Attorneys

  27. How Are Zero-Coupon Municipal Bonds Taxed?

  28. Estate Planning and Elderly and Passed Clients

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

  30. Tips for Handling Client Inheritance

  31. Advice on Dealing with Unequal Inheritances

  32. Top Tips for Family Wealth Transfers

  33. 4 Tax-Free Muni Bond ETFs to Consider

  34. Estate Planning Tips for Financial Advisors

  35. Should You Convert Your IRA?

  36. 10 Sources Of Nontaxable Income

  37. Tax-Saving Advice For IRA Holders

  38. Top 7 Estate Planning Mistakes

  39. Using Life Insurance To Make Charitable Donations

  40. State Laws Dictate Division Of Joint Property

  41. Top 10 Life Insurance Myths

  42. Downsize Your Home To Downsize Expenses

  43. Pick The Perfect Trust

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

  45. How To Plan For The Charitable Giving Boom

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

  47. Why You Shouldn't Die In 2013

  48. Tax-Efficient Wealth Transfer

  49. 10 Estate Planning Tips For Women

  50. 6 Ways To Lose Your Estate

  51. What The New Gift Tax Rules Will Mean

  52. Why Same Sex Couples Pay More Taxes

  53. 20 Tax Changes You Need To Know About

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

  55. 5 Estate Planning Tips

  56. Don't Count On An Inheritance

  57. Bursting Boomers' Inheritance Dreams

  58. Top Estate Planning Tips For Same-Sex Couples

  59. Estate Planning Law Changes You Need To Know

  60. Disclaiming Inherited Plan Assets

  61. 7 Reasons To Review Or Revise Your Will

  62. 4 Ways To Minimize Estate Taxes

  63. How To Choose The Right Executor For Your Estate

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

  65. 2010: The Best Time To Die?

  66. 8 Tax Cuts Set To Expire In 2011

  67. How To Avoid Taxation On Life Insurance Proceeds

  68. Establishing A Revocable Living Trust

  69. 6 Hidden Government Revenue Streams

  70. 6 Ways To Leave Less For Uncle Sam

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

  72. Getting Started On Your Estate Plan

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

  74. Cut Your Tax Bill With Permanent Life Insurance

  75. Planning For The Estate Tax's Return

  76. New Tax Breaks You Need To Know

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

  78. An Estate Planning Must: Update Your Beneficiaries

  79. 2009 Tax Credits: A Holiday Gift To Yourself

  80. Refusing An Inheritance

  81. A Look At The Generation-Skipping Transfer Tax

  82. Get Ready For The Estate Tax Phase-Out

  83. A Multipurpose Future Planning Tool

  84. Get A Step Up With Credit Shelter Trusts

  85. Saving Money With A Private Annuity Trust

  86. Estate Planning For Canadians

Trading Center