01/21/11 - 07:00 AM EST
Second-marriage trusts set up an automatic point of conflict between a spouse and first-marriage children.
01/05/11 - 07:00 AM EST
A new estate tax law introduces needed concepts. But its temporary nature prevents good planning.
12/15/10 - 07:30 AM EST
Family loan interest rates are at an all-time low -- a paltry 0.32% for a loan of three years or less.
12/13/10 - 12:54 PM EST
The $5 million exemption in a two-year compromise will have a huge impact on the number of taxable estates.
11/24/10 - 07:22 AM EST
A plan debated by Congress would have reduced estate taxes by a significant amount.
11/16/10 - 08:00 AM EST
You can give big gifts to the grandkids and get a two-thirds transfer-tax discount. But act fast.
11/10/10 - 07:45 AM EST
The kids have graduated, the mortgage is paid off and you're sick of paying premiums. There are options.
11/02/10 - 08:00 AM EDT
Would be philanthropists have options, from bequests of IRAs to selling a painting from the attic.
10/26/10 - 08:45 AM EDT
Fears an impoverished spouse and nothing for the children provides a strong incentive to plan ahead.
10/19/10 - 07:30 AM EDT
It looks likely the U.S. will return to an estate tax policy affecting more Americans.