On Oct. 4, the Internal Revenue Service posted final Form 706 for individuals dying in 2012. It posted final updated instructions on Oct. 12. Here’s an overview of the new form and instructions and how they compare to the prior versions.
Sharon L. Klein, managing director & head of wealth advisory at Lazard Wealth Management LLC in New York discusses the impact of new Tennessee legislation that eliminates its gift tax and phases out its inheritance tax
Sharon L. Klein, managing director & head of wealth advisory at Lazard Wealth Management LLC in New York provides highlights of the recently released Internal Revenue Service temporary regulations and proposed rules regarding the portability of the deceased spousal unused exclusion amount.
Married clients make compromises everyday—but they shouldn't have to when it comes to retirement planning. Many retirement income plans require clients to make difficult decisions today thay may limit their ability to adapt to their needs in the future....More
High-impact educational events should be focused on the needs and interests of clients. This webinar will teach successful and cost-effective ways to conduct client seminars, investment education meetings, and other workshops....More
Financially successful families often employ domestic staff to make their busy lives easier to manage, but they can inadvertently achieve the opposite if they do not follow proper employment methods....More
As you determine which ETFs best meet your clients’ needs and objectives, bear in mind ETF liquidity and trading. This will help you better maximize opportunities and optimize trades at the best possible price in order to gain potentially higher total returns....More
As plan sponsors become more attuned to the importance of retirement readiness, there is an increasing focus on finding ways to leverage plan design to help participants get the best possible retirement outcomes....More