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William 's Most Recent Article

A Solution for Children and the Trophy Wife

01/21/11 - 07:00 AM EST

Second-marriage trusts set up an automatic point of conflict between a spouse and first-marriage children.

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Other Articles by William

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Estate Tax Changes Verge on the Absurd Estate Tax Changes Verge on the Absurd

01/05/11 - 07:00 AM EST

A new estate tax law introduces needed concepts. But its temporary nature prevents good planning.

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Low-Cost Alternative to Family Gifts: Lending Low-Cost Alternative to Family Gifts: Lending

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.

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Bipartisan Bill Would Slash Estate Taxes Bipartisan Bill Would Slash Estate Taxes

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.

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'Portable' Exemptions Would Cut Estate Taxes 'Portable' Exemptions Would Cut Estate Taxes

11/24/10 - 07:22 AM EST

A plan debated by Congress would have reduced estate taxes by a significant amount.

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Holiday Special: Get Two-Thirds Off Gift Taxes! Holiday Special: Get Two-Thirds Off Gift Taxes!

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.

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New Life for Old Life Insurance New Life for Old Life Insurance

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.

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Leaving a Legacy While on a Budget Leaving a Legacy While on a Budget

11/02/10 - 08:00 AM EDT

Would be philanthropists have options, from bequests of IRAs to selling a painting from the attic.

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Plan for Illness, Medicaid 'Impoverishment' Plan for Illness, Medicaid 'Impoverishment'

10/26/10 - 08:45 AM EDT

Fears an impoverished spouse and nothing for the children provides a strong incentive to plan ahead.

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The Year of No Estate Tax The Year of No Estate Tax

10/19/10 - 07:30 AM EDT

It looks likely the U.S. will return to an estate tax policy affecting more Americans.

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