Age of Uncertainty
As the proposed tax bill makes it way through the House, what will the future tax law hold for estate planning opportunities?
To Repeal or Not to Repeal?
This article provides a thorough analysis of the implications of a possible estate tax repeal.
How the Ultra Wealthy Avoid Estate Taxes
Complex estate planning strategies can shield significant wealth from the estate tax. The key is to be proactive and start early.
Stepping Up at Death
The step-up in cost basis at death is an important consideration in any estate plan.
Leading by Example
Warren Buffet publicizes his estate plan for transparency, and perhaps to guide others in constructing their own estate plans.
Business Owners Beware!
Small business owners take note – your stock redemption at death may have unforeseen tax implications after this recent Supreme Court decision.