Gift Tax

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    Understand how a private split-dollar life insurance plan can help leverage gifts ...
  2. How to Gift Your Way to Lower Estate Taxes

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  3. 8 States With Estate Taxes

    Understand the difference between the federal estate tax and state-specific estate ...
  4. Charitable Giving: How to Help Clients Do More

    The use of donor-advised funds is on the rise, but advisors could be doing more to ...
  5. Tip for Estate Planning on the Cheap

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  1. Why did Berkshire Hathaway create Class B shares?

    Learn why Warren Buffett created Class B shares of its highly priced Berkshire Hathaway ...
  1. What are the differences between a revocable trust and a will?

    Investigate the choice between a revocable trust and a traditional will and how their unique advantages can match asset management ...
  2. What happened to Bernard Baruch's estate after his death?

    Learn what became of financier Bernard Baruch's multimillion dollar estate upon his death in 1965, and learn about his philanthropic ...
  3. Why did Berkshire Hathaway create Class B shares?

    Learn why Warren Buffett created Class B shares of its highly priced Berkshire Hathaway stock and how this information is ...
  4. How are savings bonds taxed?

    Learn who is responsible for reporting U.S. EE savings bond interest for taxation and when the interest can be reported for ...
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