estate tax

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  Did portability kill the credit shelter trust?

  By Robert Bloink and William H. Byrnes  |  May 20, 2013

  Estate tax changes have made credit shelter trusts useless ... right?

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  The coming storm in trust-owned life insurance — and how you can cope

  By Bill Kaufman  |  April 25, 2013

  Mortality charge increases and dividend decreases are likely on the way. Are your clients ready?

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  10 estate planning tax facts you need to know

  By Tax Facts Online  |  April 3, 2013

  We've got the answers to some of your toughest estate planning tax questions.

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  2013: The year of the RMD tax bubble

  By Laura Stover  |  March 28, 2013

  Overall wealth may be less important than in what vehicle your client’s assets are held.

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  Estate planning in a post-fiscal cliff world

  By David Port  |  March 26, 2013

  Though Congress settled some tax policy issues, other changes loom on the horizon.

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  The new 2013 taxes: The good, the bad and the ugly

  By Robert Fishbein  |  March 22, 2013

  How to prepare your clients for the pleasant (and not so pleasant) effects of the fiscal cliff deal and PPACA.

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  Look what we found!

  By Robin S. Weinberger and Peter N. Katz  |  March 15, 2013

  Life settlements can turn up money in unexpected places.

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  Twitter chat recap: Estate planning and the new estate tax law

  By Vanessa De La Rosa  |  March 13, 2013

  A look at some of the highlights from our recent live Twitter chat with Phil Harriman and Davis Nelson.

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  Irrevocable grantor trusts and family limited partnerships: Act now

  By Louis S. Shuntich  |  March 8, 2013

  These estate planning opportunities are going, going, going...

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  A post-fiscal cliff guide to estate taxes

  By Steve Ingles  |  March 7, 2013

  A look at how the fiscal cliff fix changed estate taxes — and how it can boost your business.