- Looking at market share as of October 2012, the five largest companies offering ETFs are the...
- Leveraged loan ETFs and mutual funds are sometimes recommended when there is a fear of rising...
- Over time, your client will be able to deduct the full value of the gift to the charity from his/...
- Marital deduction trusts are similar to QTIP trusts in that taxes on trust property can be...
- A federal gift tax return should be filed along with the regular income tax return by April 15 if...
- Because of the 2013 annual exclusion, each person can gift up to $14,000 a year to one or more...
- The proceeds of a life insurance policy are not subject to probate unless you the estate is named...
- If you die with assets in a retirement account, the important issue becomes how the beneficiary...
- Joint tenancy is a way co-owners (joint tenants) can own property together. Under some...
- As a general rule, property left in a will must go through probate. However, there are exceptions;...
- The executor is responsible for arranging probate and supervising the transfer of the will property...
- Will challenges, particularly successful ones, are very rare. The legal grounds for contesting a...
- In almost all cases, property transferred by a binding probate avoidance device cannot also be...
- A handwritten will (holographic will) must be written, dated, and signed entirely in the...
- The client must be at least 18 years old and of sound mind. The will must be typewritten—either...
- A will is what many people think of when they first consider estate planning. Everyone should have...
- The statute of limitations is the period within which an action may be taken by the IRS on a tax...
- Variable annuity death benefits need to be compared against term life insurance. The standard death...