Categories

Estate Planning

Families Without Children Need Estate Planning Too by Brendan T. Hayes

Income, Estate and Retirement Planning with Taxes in Mind by Eric P. Zeitlin

Donor-Advised Funds Gain Popularity as a Means of Charitable Giving By Eric P. Zeitlin

What is a Spousal Lifetime Access Trust? By Lee F. Hediger

Widows, Widowers Receive More Time to Elect Portability of Deceased Spouse’s Unused Estate Tax Exemptions By Robert Mark Weiss, CFA

Selling a Business Requires Estate-Tax Planning By Eric P. Zeitlin

Critical Financial Planning for Widows and Widowers by Kathleen Marteney, CRPC®

7 Things to Consider When Buying Life Insurance By Scott Montgomery

UPDATED Estate Tax Relief to Ultra-High-Net-Worth Families by Lee F. Hediger