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10 Things Advisors Need To Know About Charitable Giving
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Advisors consistently underestimate how important philanthropy is to their clients. Here’s what you need to know to avoid making the same mistake.
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Where Not To Die In 2013
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Think you don’t have to worry about estate taxes because of the new generous federal estate tax law?
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The Right Steps - When It Comes To Blended Families, Estate Planning Can Be A Special Kind Of Hell
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Families that include children from previous marriages often come with all sorts of complications.
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The Five Biggest Ways To Bungle A Trust
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It’s easy for trustees to botch their roles. Here’s how to avoid the common pitfalls.
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Shielding The Family Business
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Small-business owners often complain of feeling caught in the cross hairs of the tax code. For a change, here’s good news.
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Permanent? That's Five Years Under Obama Estate Tax Plan
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Bid to lower exemption after January deal unexpected; advisers sitting tight for now.
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Paying It Forward: Funding 529 Plans For Grandchildren
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For grandparents as well as parents, contributions to 529 plans are treated as gifts.
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Paying Grandkids' College Bill
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Recent tax-law changes are making it easier for families to help pay education bills for multiple grandchildren and even future generations. But grandparents have to make some tough decisions first.
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IRS Loses A Gift-Tax Battle
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Wealthy taxpayers who want to make large gifts to family members recently got good news: A federal appeals court affirmed a popular technique to sidestep gift taxes.
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IRS Estate Tax Return Data Up To 2011
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Estate Return data from irs.gov
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