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Estate planning

Estate planning

Estate Planning Needs Qualified Disclaimers

Individuals
Jan 19th 2021

Disclaimers are still an important element in minimizing transfer taxes, but they also matter when incurring transfer tax is not a consideration.

older couple conversing with businesswoman

Is Year-End the Time to Discuss Estate Plans?

Clients
Dec 15th 2020
family meeting

Engaging in Wealth Transfer Planning with a Client

Clients
Nov 2nd 2020
wealthy clients

Why Joint Ownership is No Substitute for a Will

Clients
Aug 5th 2020
best states to die

Guide Your Clients Using Their Plan

Clients
Jul 14th 2020
stock options tax

Why Estate Planning is Crucial for Every Client

Clients
Jul 13th 2020
estate planning
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How Should Assets Be Handled After Death?

Clients
Jun 5th 2020
death in pandemic

Why Tax Planners Should Review CRTs Now

Individuals
May 11th 2020
man writing a charity donation check

How CPAs Can Help With Loss Now

Clients
May 1st 2020
group consoles grieving woman

Do Your Clients Have Letters of Final Instruction?

Individuals
Jan 30th 2020
Tax tidbits

IRS Treats Partners and Spouses Very Differently

IRS
Nov 19th 2019
best states to die

How You Can Best Help Clients With Retirement

Clients
Oct 9th 2019
retirement planning

What Should an Estate Plan Include?

Clients
Oct 1st 2019
retaining clients

How to Help Clients with Charitable Planning

Clients
Aug 15th 2019
charitable planning
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