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Tax basis planning worth a look if estate taxes aren’t a threat

For many people, income tax planning offers greater tax-saving opportunities than gift & estate tax planning. A record-high gift & estate tax exemption means fewer people are subject to those taxes.

Beware the GST Tax When Transferring Assets to Grandchildren

As you plan your estate, don’t overlook the generation-skipping transfer (GST) tax. Complexities surrounding its allocation can create several tax traps for the unwary.

Smarter in :90 - Estate Plans - Do you need one?

There's a lot of misconceptions about estate plans, like what they entail and who needs one.