The biggest taxation difference in estate planning relates to the federal estate tax exemption amount (“exemption”). This is the threshold amount after which the IRS says your heirs must pay the 40% ...

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We often believe that the wealthiest of families will benefit from the very best possible legal, tax and estate planning advice. Part of the Presley legacy, so far, appears to be the failure to ...

There are different tax and estate implications with joint accounts depending upon who the account holders are. We will start with what happens when someone dies and their spouse is joint on the ...

I am doing a four-hour seminar this summer on estate tax planning for various CPA societies. This seminar will review the current estate tax planning options and then do a more thorough review of ...

Unfortunately, estate planners have often taken that quote to heart and acted as though estate planning is fundamentally about death and the avoidance of a resulting death tax. To the contrary ...

Editor’s note: This is part 10 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially ...

Estate planning ... to begin your estate planning. Even if you're young and your assets are limited, it's essential to start making a plan. When you inherit stock, the tax laws can give you ...

Even if a client's net worth is under the federal estate tax exemption limits, financial advisors can help their high-net-worth clients minimize taxes by planning ahead and implementing certain ...

Specifically, money or gifts given away during your lifetime can affect how much inheritance tax your estate will need to pay. So, if you're planning on making gifts, it's worth getting familiar with ...