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.
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Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
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2011
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March
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- "Inheritance Reduces Inequality"
- What's holding up 1099 enhanced reporting repeal?
- A Matter of Death and Life
- “Albert Einstein, Income Hectomillionaire!*
- Multimillionaires* Have Multiple Advisers
- Target Trust Market: The Salaried Man
- New Hampshire: Trustwise, It’s Delaware North
- Estate Planning Made Not Too Scary
- An Entertaining Estate Tax Lecture
- When Your Will Is Contested, Talk Back!
- “I sincerely ask that all beneficiaries … do not a...
- Can't Read Enough About Estate-Tax Planning?
- Celebrity wills
- A Curious Irish Will
- Educate! Inform! Communicate!
- Boston's Italian Inheritance
- For Investment Success, Don't Just Do Something
- Why the Estate Tax Is So Hated?
- Muni bonds
- Where the Millionaires Are
- Why Some U.K. Parents Spend the Kids' Inheritance
- Status Symbol: A Living Trust
- Euphemism of the Week: “Poor Phone Management”
- End of tax patents?
- Are 90 years without transfer taxes enough?
- How Investment Advisers Earn Their Keep
- The Good Old, Bad Old Days
- Banks That Write Wills
- The Man Who Liked Taxes
- iPad Time – Faster Than a New York Minute
- Executor: A Bank to be Named Later
- Elder Abuse with Principal-Protected Notes?
- “Ancient, Curious and Famous Wills”
- Was it financial terrorism in 2008?
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