Estate Planning

See our estate planning checklist for managing a person’s estate following their passing or incapacitation.

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Maryland Raises Estate Tax Exemption

Jun 03, 2014

Change heralds a decrease in Maryland clients who will need estate tax planning

More Madoff Mayhem

Jun 02, 2014

Should an estate pay federal estate tax on an account that didn’t hold the assets it purported to hold?

Liability for Unpaid Gift Tax

Jun 02, 2014

Estate tax payment doesn’t reduce amount owed

Talking Succession Planning with Raymond James' Patrick Jinks

May 22, 2014

WealthManagement.com Associate Editor Megan Leonhardt sits down and talks with Patrick Jinks, Director of Succession Planning and Acquisitions for Raymond James at the Raymond James National Conference for Professional Development in Washington, D...

Insured Buy/Sell Agreements for a Partnership Entity

May 21, 2014

A guide to the tax aspects

Private Foundations and Donor Advised Funds

May 21, 2014

Can two planning vehicles park in the same garage?

DINGing State Income Taxes in Artwork Transactions

May 21, 2014

Save money by using a Delaware incomplete non-grantor trust

Transferring Your Wisdom and Wealth

May 21, 2014

Talk with your children specifically about your plans for the future

IRS Blesses Decanting?

May 19, 2014

A recent private letter ruling opens the door for practitioners interested in restructuring unsuitable exempt and grandfathered trusts

A Brief Slay Ride Through a Slew of State Laws

May 15, 2014

When does guilt bar inheritance?

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