Estate Planning

Making Sense of the Gift Tax

August 26, 2009

Gift tax exclusions can be confusing on many levels. Get the facts—then talk to your advisor.

Tax-free Giving Can Be Good for Both Giver and Receiver

June 3, 2009

Want to give a family member a financial boost but worried about taxes? Relax. Monetary gift giving can be tax-free for both giver and receiver.

Grandfather's Gift Creates Discord

August 24, 2006

Aging parents make choices about disposing of their wealth. Do you have a right to know your parents' plans?

Dealing With an "Unfair" Inheritance

February 9, 2006

Inheritance issues can tear families apart. But don't wait until the will is read to deal with it: start the conversations today to help you avoid big conflicts.

Estate Planning and Family Harmony

January 26, 2006

If one child is named trustee of the parents' estate, how do the other siblings feel? Open communication can foster family harmony.

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