New Portability Rules for Estate Taxes: A Simplified Opportunity

Posted by Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

November 14, 2017 at 10:00 AM

Looking for a way to help clients simplify their estate taxes, especially after the death of a spouse? The IRS’s new portability rules for estate taxes may be just the opportunity your clients need. The agency’s recently released Revenue Procedure 2017-34 allows for a deceased spouse’s unused exclusion amount to be transferred to the surviving spouse retroactively, offering the potential for substantial savings.

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Topics: Estate Planning

Case Study Series: Unlocking Value in Specialty Assets Through Charitable Giving

Posted by Heather Zack, JD

June 27, 2017 at 10:00 AM

Today's post is the third in our case study series, showcasing the many creative solutions you can take when you’ve landed clients with complex planning issues. Here, we’ll explore strategies for unlocking value in specialty assets through charitable giving.

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Topics: Estate Planning

Case Study Series: Special Needs Planning and Asset Protection

Posted by Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

June 21, 2017 at 1:30 PM

In today post, we’ll continue our case study series, showcasing the many creative solutions you can take when you’ve landed clients with complex planning issues. Here, we’ll explore the importance of special needs planning and asset protection.

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Topics: Estate Planning

Case Study Series: An Education-Based Approach to Estate Planning

Posted by Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

June 20, 2017 at 10:00 AM

Today’s post is the first in a case study series that will showcase the many creative solutions you can take when you’ve landed clients with complex planning issues. Here, we’ll explore an education-based approach to estate planning.

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Topics: Estate Planning

Is AB Trust Planning Still Effective?

Posted by Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

April 19, 2017 at 1:30 PM

What does the recent increase in the federal estate tax exemption, plus the introduction of portability, mean for the traditional approach to estate planning using the AB trust? You may find that your clients are concerned that their estate planning strategy is no longer relevant. Or perhaps they just don’t want to spend the time and money to have an attorney review their documents when federal estate laws may remain in flux.

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Topics: Estate Planning

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