How the Fiscal Cliff Affects 2012 Estate Planning

RELATED CONTENT

The 9-Step Estate-Planning Review

Horsesmouth Essential: Spearhead your client’s estate review by compiling all the information an estate-planning attorney needs and sitting in on meetings to make sure your client’s wishes are fulfilled. Not only will you win the loyalty of your client, you could garner respect—and business—from a very desirable referral source.

The Estate Tax—Does It Really Matter?

Maybe it doesn't matter whether the estate tax is permanently repealed or not. Expenses, low returns, and beneficiary spending will assure that no great dynasties survive.

State Rules Complicate Estate Planning

Horsesmouth Essential: With the federal estate tax now permanently set at $5 million (indexed for inflation), the real wild card in estate planning are the many and varied state taxes.

Dynasty Trusts: Ensuring a 90-Year Relationship With HNW Families

Dynasty trusts protect a family's assets over generations, and they can solidify an advisor's relationship with the heirs through the years.