10 estate planning tasks your client should do before 2013

By Jonathan A. Mintz, J.D. for LifeHealthPro.com. Jonathan Mintz is chief operating officer of WealthCounsel, a membership organization of thousands of estate planning attorneys located in all 50 states. Jonathan is also the COO of WealthCounsel’s sister company, The Advisors Forum LLC The end of the year will be here before we know it. But … Continue reading

Making the Most of Gifting in 2012

Time is running out on an historic planning opportunity Time is running out on a historic opportunity to help clients gift more than ever to their beneficiaries while paying little, or even nothing, in federal taxes. When the New Year’s Eve ball drops at midnight to welcome in 2013, it may usher out the greatest … Continue reading

Focus on the Legacy, Not the Tax Bill

As the current estate tax sunsets and uncertainty approaches, reframe your discussions with clients to focus on legacy planning rather than estate tax solutions. Concern over the stuttering economy, uncertainty surrounding the upcoming election and the ambiguity of future estate tax legislation have left many high net-worth Americans stunned and leery about planning for estate … Continue reading

A Planning Window Without The Pane: Tax Reform Act of 2010

Everyone in the industry knows that until the end of the day on December 31, 2012, a donor can give away that amount without fear of federal transfer taxes. Comparing the current planning environment to a game is not far-fetched when you consider that this is the seventh time in the last 11 years that … Continue reading

Q and A: Estate Planning with Life Insurance

Life insurance is that most versatile of investment vehicles, a low-risk product that works for clients in just about any wealth category and life stage. Historically, it has been a key component in many a well-executed estate plan, and it continues to be one of the most relevant, secure options available. However, with last year’s … Continue reading