What is the estate tax? The federal estate and gift tax is a unified tax on the value of all gifts made by individuals during their lives and upon their deat...

Estate planning options for clients with qualified retirement plans (e.g. 401(k), 403(a) or (b), 457(b) plans) have historically been limited. The Pension Pr...

Few young people are likely to be obsessed with what happens when they die and regard estate planning as an issue for older people. Yet, on a deeper analysis...

Estate planning requires consideration of both tax and non-tax issues. In most cases, non-tax issues are more important. Here some basic issues you should co...

In December 2007, the Editors of Fortune Magazine ranked Leona Helmsley’s decision to leave her Maltese, Trouble, a $12 million trust fund, the 3rd dumbest m...