Friday, March 18, 2011

Can't Read Enough About Estate-Tax Planning?

Is Your Wealth Safe Under New Estate Tax Laws? Based on an interview with Deborah Jacobs, this Morningstar article offers a readable guide to planning under the 2011-12 estate tax rules.

Estate Tax Tips for Married Couples
. Includes a plug for irrevocable life insurance trusts.

1 comment:

whitneay said...

http://www.youtube.com/watch?v=MVOSasmzGcM