Income Tax Planning: What Estate Planners Need to Know

The American Taxpayer Relief Act of 2012 (which became law on January 2, 2013) made permanent the temporary estate/gift/generation-skipping transfer tax exemptions established in December 2010, increased the rate on non-exempt estates/gifts/generation-skipping...

Why Estate Planning Is Still Important

The Wealth Advisor Issue Did you know that April is National Financial Literacy Month? This is the perfect time to sit down with your loved ones to discuss your financial and estate planning objectives.  To help you move the discussion forward, we would like to...

When Is It Time to Service Your Estate Plan?

If you own a car, then you know it requires regular servicing in order to perform well and be reliable. More than likely, your car came with a recommended schedule for service, based on how many miles it has been driven. After a certain number of miles, you need to...

The Top Ten Reasons You Need to Do Estate Planning in 2012

Visit EstatePlanning.com for free resources, including a one-hour webinar on Planning Opportunities Not to Miss in 2012, November 16, 2012, at 2 p.m. E.T. Does it seem like you are hearing more about estate planning lately? Well, you probably are. The financial press...