Most Recent Estate Planning Tax Considerations Articles

Estate planning, IRS update: Transfers of FLP and FLLC interests require immediate attention
Article By Julius Giarmarco
August 21, 2015

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

Servicing: What happens after a policy is sold?
Article By Larry Simon
November 11, 2009

Gifting of LLC/FLP interests to family members: Timing is everything
Article By Julius Giarmarco
October 7, 2009

Don't ignore collectibles in clients' estate planning process
Article By Don Wilkinson
September 23, 2009

Three reasons you lose sales to CPAs
Article By Brian Gilder
September 14, 2009

Gifts by power of attorney
Article By william wagner
August 31, 2009

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