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ESTATE PLANNING

Estate planning, the process of disposing of an estate, constitutes more than just having a will. It includes the will, trusts, beneficiary designations, powers of appointment, property ownership, gifts, power of attorney and living will (or healthcare proxy). As rules change, so does estate planning. This topic covers the latest news and information on estate planning.

Estate Planning is part of Business Exchange, suggested by Elenora Dicey. This topic contains 538 news and 239 blog items. Read updated news, blogs, and resources about Estate Planning. Find user-submitted articles and reactions on Estate Planning from like-minded professionals.

Blogs

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ACTEC Wealth Advisor Application for iPadmore

The American College of Trust and Estate Counsel (ACTEC) recently announced the official release of the ACTEC Wealth...

Carried Away: Valuation of Carried Interests for Transfer Purposesmore

Carried Away: Valuation of Carried Interests  for Transfer Purposes  By: Marcus A. Ewald and Brendan R.

Warding Off Analysis Paralysismore

Warding Off Analysis Paralysis By: David T. Leibell & Daniel L. Daniels We've all heard the family business...

How Much Can You Giftmore

How Much Can You Gift By: Martin Shenkman Summary: Everyone is talking about the importance of making big gifts in...

RECIPROCAL SLATSmore

RECIPROCAL SLATS By: Julius Giarmarco, J.D., LL.M.  The once-in-a-lifetime opportunity to gift $5.12 million without...

The 60/40 CLATmore

THE 60/40 CLAT  By: Salvatore J. LaMendola, Esq. Introduction Despite their impressive achievements, many successful...

World's Ugliest 2012 Gift Planmore

World's Ugliest 2012 Gift Plan  By: Martin Shenkman Summary: You might have seen worse, but this baby is up there.

Estate Planning Attorney Faces Murder Charges for Forgerymore

A Missouri attorney faces murder charges after shooting her father and his fiancé. Susan Elizabeth Van Note allegedly...

Therapeutic Jurisprudential Framework of Estate Planningmore

In A Therapeutic Jurisprudential Framework of Estate Planning, 35 Seattle U. L. Rev. 427 (2012), the author examines...

Preparing your Loved Ones for Illness and Deathmore

Life care planning is a frequently avoided subject, yet it is important to make detailed decisions that will assist...

Skyfall 2012- Maximizing Year-End Gift Planningmore

Skyfall 2012 Maximizing Year-End Gift Planning  By: Robert L. Moshman, Esq. Felix Baumgartner jumping from space Alert!...

William D. Cohan: Speculation Surrounds Romney's Net Worthmore

In his opinion piece in the Washington Post, writer William D. Cohan speculates about the exact size of Governor Mitt...

A Potpourri of Developments: Wandry Appeal Dismissed, Same-Sex Marriag...more

A Potpourri of Developments: Wandry Appeal Dismissed, Same-Sex Marriage Developments & 2013 Inflation Adjustments...

Cashing in on 2012 Transfer Tax Exemptions Using Spousal Lifetime Acce...more

Cashing in on 2012 Transfer Tax Exemptions Using Spousal Lifetime Access Trusts  By: Parker F. Taylor and Jason A.

Preparing For Expiration of Bush Tax Cutsmore

Unless congress acts by the new year, a prospect which is becoming increasingly unlikely, the United States will...

Change In The Grantor Trust Rules?more

Many estate planners rely on the flexibility of Grantor Trusts in order to maximize wealth transfer saving for their...

Industry's Three Leading Experts Release Timely Estate Planning Bookmore

2012 Estate Planning Steps to Take Right Now by Martin M. Shenkman, Jonathan Blattmachr, and Robert S.

Estate Analyst: Viva L'Art!more

Viva L'Art! Estates of Artists and Art Collectors Attempt to Preserve Treasures  By: Robert L. Moshman, Esq.

COME FOR THE EXCLUSION, STAY FOR THE INTEREST RATEmore

COME FOR THE EXCLUSION, STAY FOR THE INTEREST RATE By Bruce Givner, Esq. and Owen Kaye, Esq. Givner & Kaye, A...

A Potpourri of Developments: Wandry on Appeal & State Estate Tax &...more

A Potpourri of Developments: Wandry on Appeal & State Estate Tax & Income Reimbursement Updates Sharon L.

Estate Analyst: Giving It All Awaymore

Giving It All Away Vows of Poverty, Leaps of Faith, and the Right Time for Giving By: Robert L. Moshman, Esq.

Estate Analyst: Unsigned Wills, DOMA Uncertainties, Portability Regula...more

Midsummer's Madness Unsigned Wills, DOMA Uncertainties, Portability Regulations, and Florida's New Statute for Former...

Smart Money: How to Plan for "Taxmageddon"more

Everyone in the wealth management, estate planning, and related industries is well aware that the tax rules associated...

Estate Planning and Gift Taxmore

While the desire to save money is ingrained in human nature, applying this principle to estate planning may prove...

Facebook Founders Provide Model of GRAT Usagemore

Mark Zuckerberg and Dustin Moskovitz, two of the chief founders of Facebook, made an intelligent estate planning move...

Top Sources: Estate Planning

  • Wealth Strategies Journal 2.0 (Beta)
  • acrimoney.com
  • wealthstrategiesjournal.com
  • Articles
  • rhondasherwood.com
  • consumerist.com
  • lindalawtc.com
  • W&L Current Law Journal Content
  • investmentwriting.blogspot.com
  • blogkatro.com

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Wealth Planning Specialist Tiaa-cref | St Louis, MO
Posted: Apr 27
Tax Partner - Succession Plan - Real Estate specialty Nyc Based Cpa Firm | New York, NY
Posted: May 14
Business Account Manager, Hoffman Estates AT&T | Chicago, IL
Posted: May 15
Trust & Estates Tax Manager - NYC Datamark | New York, NY
Posted: May 17

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