Archive for the estate taxes Category

How to Help Widows with Financial Planning

How to Help Widows with Financial Planning

If you are married or are about to marry, it’s best that both spouses have a full understanding of what assets and liabilities they have or stand to inherit from one another. Not sharing financial details or avoiding the subject creates stress and confusion when one partner […]

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How to Prepare Your Estate Plan to Protect Your Minor Children

How to Prepare Your Estate Plan to Protect Your Minor Children

As a parent, planning and caring for the well-being of our children takes priority over most things in life. Without question, we want to be sure should anything happen to us, our minor children will be well looked after and that money or property we leave for […]

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Estate Tax Repeal Hits Resistance

Estate Tax Repeal Hits Resistance

Will they? Or won’t they? Repealing the federal estate tax has been a question on advisors’ minds for nearly a decade. It’s back on the table again as the Senate mulls over a possible repeal amid all the deal making on Capitol Hill. In 2015, the House […]

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Think Your Client is Exempt from the Federal Estate Tax? Perhaps Not

Think Your Client is Exempt from the Federal Estate Tax? Perhaps Not

By Gary Waitzman In my experience, none of my clients think of themselves as “rich.” In fact, they might tell you the opposite because they each “know a guy worth twice as much as me. Now, he’s rich!” The trap in this way of thinking is that […]

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