About half of wealthy families feel giving their children too large an inheritance could prove detrimental, according to a new report from Merrill Lynch Wealth Management. Most of the 200 high-net-worth investors surveyed believe $63 million was ...
Today, many of our most sophisticated and focused estate-planning clients are concerned not only with transmitting their estates in a tax-efficient manner but also with structuring their estate plans so that the lives of their children (and...
When to consider this strategy and the potential tax consequences
Determining eligibility for benefits
. . . and the estate tax back into estate planning
