Most Recent Estate Planning Tax Considerations Articles

Problems with tax shelters: What does a tax scam look like?
Article By Hale Stewart
August 8, 2013

Upgrade your estate plan with the OBIT and the 412(e)(3)
Article By Nicholas Paleveda MBA J.D. LL.M
May 2, 2013

Buy term and invest the difference — not anymore!
Article By Nicholas Paleveda MBA J.D. LL.M
March 27, 2013

Estate equalization
Article By Ed Morrow
February 27, 2013

QPRTs vs IDGT sale-leasebacks
Article By Julius Giarmarco
May 10, 2012

A guide to 2012 tax law changes
Article By Jason Kestler
April 18, 2012

4 potential scenarios for the future of the estate tax
Article By Julius Giarmarco
January 17, 2012

Clients with modest net worth use charitable gift annuities
Article By Steve Savant
December 28, 2011

Estate planning for non-citizen spouses
Article By Julius Giarmarco
December 12, 2011

Turn National Estate Planning Awareness Week into your next business opportunity
Article By Carl "Skip" Rapp
October 12, 2011

Unmarried couples have to start thinking like married couples
Article By James R. Veal
September 22, 2011

Fractional interest transfers of life insurance
Article By Julius Giarmarco
September 12, 2011

How will the new debt limit bill affect the gift and estate tax?
Article By Julius Giarmarco
August 23, 2011

Non-traditional types of wills, Pt. 1
Article By Connie Fontaine
August 18, 2011

Corporate transition strategies: estate planning
Article By Denny Axman
July 26, 2011

Using defined value clauses to avoid unintended gift taxes with hard-to-value assets
Article By Julius Giarmarco
July 18, 2011

The five levels of estate planning — updated
Article By Julius Giarmarco
June 23, 2011

A doctor’s introduction to navigating offshore waters safely – asset protection
Article By Ike Devji
June 20, 2011

The self-directed IRA, Pt. 5: current IRA taxes (UBTI & UDFI)
Article By Warren Baker
May 18, 2011

Lifetime gifting opportunities under the Tax Relief Act of 2010
Article By Julius Giarmarco
May 5, 2011

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