LexisNexis® Legal Newsroom
Wealth Transfer Opportunities Targeted

Wealthy folks looking to transfer assets to younger generations in tax-advantaged ways should act now, as the Obama administration is seeking to limit several favorite techniques of estate planning attorneys. On the chopping block are the most commons uses of IDGTs (Intentionally Defective Grantor Trusts...

7 Big Estate Planning Mistakes

This recent Forbes article 7 Major Errors In Estate Planning is a must read for everyone, and most errors discussed apply to those with estates below $1 million. Items 1 through 3 apply to virtually everyone, while those with large insurance policies, particularly couples with young children, need to...

Higher Taxes Are on the Horizon - 10 Planning Tips

Despite all the wrangling in Congress, we are still facing income and estate tax increases in 2013, now only five months away. See if you might be able to utilize any of these planning tips from the Accounting Today article Midyear Tax Planning: Top 10 Tips in a Time of Uncertainly . One thing the...