Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
2013: The Year the Hammer Falls on IRD Jun 01, 2012 Planning strategies can mitigate the tax cost The Section 2519 Portability Solution Jun 01, 2012 This strategy may be the ideal plan for all married couples, regardless of their wealth level Tax Law Update June 2012 Jun 01, 2012 ... Supreme Court Unanimously Rules That State Law Can Define Family Relations for Federal Program May 31, 2012 What does this decision portend if DOMA is repealed? Statements of Wealth Transfer Intent May 01, 2012 The new “goal standard” of estate planning The Wandry Quandary May 01, 2012 Using Lifetime Exemptions Today May 01, 2012 An economic analysis of the risks and rewards to help clients reach a decision that’s right for them Estate Planning for Negative Capital May 01, 2012 A solution for owners of real property subject to debt that exceeds basis Gridlock Reigns Supreme May 01, 2012 Clients should consider making sizable gifts, but may wish to defer close to year-end Discussing Gifting With Clients May 01, 2012 Assume Congress will do nothing timely, but keep one eye partially open to the possibility of change Load More first previous … 452 453 454 455 456 457 458 459 460 … next last Load More
The Section 2519 Portability Solution Jun 01, 2012 This strategy may be the ideal plan for all married couples, regardless of their wealth level Tax Law Update June 2012 Jun 01, 2012 ... Supreme Court Unanimously Rules That State Law Can Define Family Relations for Federal Program May 31, 2012 What does this decision portend if DOMA is repealed? Statements of Wealth Transfer Intent May 01, 2012 The new “goal standard” of estate planning The Wandry Quandary May 01, 2012 Using Lifetime Exemptions Today May 01, 2012 An economic analysis of the risks and rewards to help clients reach a decision that’s right for them Estate Planning for Negative Capital May 01, 2012 A solution for owners of real property subject to debt that exceeds basis Gridlock Reigns Supreme May 01, 2012 Clients should consider making sizable gifts, but may wish to defer close to year-end Discussing Gifting With Clients May 01, 2012 Assume Congress will do nothing timely, but keep one eye partially open to the possibility of change Load More first previous … 452 453 454 455 456 457 458 459 460 … next last Load More
Tax Law Update June 2012 Jun 01, 2012 ... Supreme Court Unanimously Rules That State Law Can Define Family Relations for Federal Program May 31, 2012 What does this decision portend if DOMA is repealed? Statements of Wealth Transfer Intent May 01, 2012 The new “goal standard” of estate planning The Wandry Quandary May 01, 2012 Using Lifetime Exemptions Today May 01, 2012 An economic analysis of the risks and rewards to help clients reach a decision that’s right for them Estate Planning for Negative Capital May 01, 2012 A solution for owners of real property subject to debt that exceeds basis Gridlock Reigns Supreme May 01, 2012 Clients should consider making sizable gifts, but may wish to defer close to year-end Discussing Gifting With Clients May 01, 2012 Assume Congress will do nothing timely, but keep one eye partially open to the possibility of change Load More first previous … 452 453 454 455 456 457 458 459 460 … next last Load More
Supreme Court Unanimously Rules That State Law Can Define Family Relations for Federal Program May 31, 2012 What does this decision portend if DOMA is repealed? Statements of Wealth Transfer Intent May 01, 2012 The new “goal standard” of estate planning The Wandry Quandary May 01, 2012 Using Lifetime Exemptions Today May 01, 2012 An economic analysis of the risks and rewards to help clients reach a decision that’s right for them Estate Planning for Negative Capital May 01, 2012 A solution for owners of real property subject to debt that exceeds basis Gridlock Reigns Supreme May 01, 2012 Clients should consider making sizable gifts, but may wish to defer close to year-end Discussing Gifting With Clients May 01, 2012 Assume Congress will do nothing timely, but keep one eye partially open to the possibility of change Load More first previous … 452 453 454 455 456 457 458 459 460 … next last Load More
Statements of Wealth Transfer Intent May 01, 2012 The new “goal standard” of estate planning The Wandry Quandary May 01, 2012 Using Lifetime Exemptions Today May 01, 2012 An economic analysis of the risks and rewards to help clients reach a decision that’s right for them Estate Planning for Negative Capital May 01, 2012 A solution for owners of real property subject to debt that exceeds basis Gridlock Reigns Supreme May 01, 2012 Clients should consider making sizable gifts, but may wish to defer close to year-end Discussing Gifting With Clients May 01, 2012 Assume Congress will do nothing timely, but keep one eye partially open to the possibility of change Load More first previous … 452 453 454 455 456 457 458 459 460 … next last Load More
The Wandry Quandary May 01, 2012 Using Lifetime Exemptions Today May 01, 2012 An economic analysis of the risks and rewards to help clients reach a decision that’s right for them Estate Planning for Negative Capital May 01, 2012 A solution for owners of real property subject to debt that exceeds basis Gridlock Reigns Supreme May 01, 2012 Clients should consider making sizable gifts, but may wish to defer close to year-end Discussing Gifting With Clients May 01, 2012 Assume Congress will do nothing timely, but keep one eye partially open to the possibility of change Load More first previous … 452 453 454 455 456 457 458 459 460 … next last Load More
Using Lifetime Exemptions Today May 01, 2012 An economic analysis of the risks and rewards to help clients reach a decision that’s right for them Estate Planning for Negative Capital May 01, 2012 A solution for owners of real property subject to debt that exceeds basis Gridlock Reigns Supreme May 01, 2012 Clients should consider making sizable gifts, but may wish to defer close to year-end Discussing Gifting With Clients May 01, 2012 Assume Congress will do nothing timely, but keep one eye partially open to the possibility of change Load More first previous … 452 453 454 455 456 457 458 459 460 … next last Load More
Estate Planning for Negative Capital May 01, 2012 A solution for owners of real property subject to debt that exceeds basis Gridlock Reigns Supreme May 01, 2012 Clients should consider making sizable gifts, but may wish to defer close to year-end Discussing Gifting With Clients May 01, 2012 Assume Congress will do nothing timely, but keep one eye partially open to the possibility of change Load More first previous … 452 453 454 455 456 457 458 459 460 … next last Load More
Gridlock Reigns Supreme May 01, 2012 Clients should consider making sizable gifts, but may wish to defer close to year-end Discussing Gifting With Clients May 01, 2012 Assume Congress will do nothing timely, but keep one eye partially open to the possibility of change Load More first previous … 452 453 454 455 456 457 458 459 460 … next last Load More
Discussing Gifting With Clients May 01, 2012 Assume Congress will do nothing timely, but keep one eye partially open to the possibility of change Load More first previous … 452 453 454 455 456 457 458 459 460 … next last Load More