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What You Need to Know About the Final Estate Tax Portability Rules

August 11, 2015

Recently the IRS issued the final rules governing the “portability election” as it relates to the federal estate tax exemption. Married couples need to understand how these final rules may affect their existing estate plans, while ...

Financial Firms Roll Out Form Aimed at Stopping Financial Elder Abuse

August 3, 2015

With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking for ways to head off the abuse before it happens. Enter the “Emergency Contact Authorization Form,” a document in which ...

5 Reasons Why Uncle Bill May Not Make a Good Trustee

July 30, 2015

If you have created a dynasty trust that you intend to last for decades into the future, choosing the right trustee is critical to the trust’s longevity and ultimate success. Initially you may think that a family member, such as a sibling ...

How Will the 2015 Supreme Court Decisions Affect You and Your Family?

July 22, 2015

While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make it to oral argument. Of those cases, only a handful grab the media’s attention. Below is a summary of three landmark decisions handed down in ...

IRS Announcement: Estate Tax Closing Letters Will Now Only Be Issued Upon Request

July 12, 2015

Due to the increased volume of federal estate tax return filings in order to make the “portability election,” the IRS has announced that estate tax closing letters will only be issued upon request by the taxpayer. This change in IRS policy ...

5 Most Expensive States for Retirees in 2015

July 5, 2015

While there are many factors to consider when choosing the place where you will retire, the ones that will impact your wallet may be the most important. Why? Because having a low crime rate and beautiful weather will be irrelevant if high ...

Dispelling the Top 3 Estate Planning Myths

June 28, 2015

Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it’s ...

Federal and State Death Tax Updates

June 23, 2015

Death taxes are back in the news at the federal level as well as in Delaware and Minnesota. What Happened to the Death Tax Repeal Act of 2015? Back in February and March of 2015, identical bills calling for repeal of the federal estate tax ...

Caution: Your Traditional Asset Protection Plan is Set Up to Fail

June 17, 2015

You may be surprised to learn that not only has asset protection planning been around for a long time, but you have already engaged in it at some point during your life. In fact, you probably have one or more types of traditional asset ...

The Shocking Truth About Asset Protection Planning

June 8, 2015

Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset protection planning is immoral because it prevents a creditor from collecting on a judgment entered by ...

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