Estate Planning

Updated Wednesday, June 19, 2013 as of 8:14 AM ET

Portfolio - Estate Planning

National Advisors Holdings Inc. launched a South Dakota-based trust company Monday.

The National Advisors Trust of South Dakota will give National Advisors-affiliated RIAs and their clients access to some of the most flexible trust and tax statutes in the nation. more »

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Do Estate Planning Trusts Need Fixing?

Several estate planning products were built to address concerns about paying federal estate tax. However, the tax law passed earlier this year may have made these products moot. Advisors need to react before angry clients start calling. more »

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Trust, But Verify Your Estate Tax Planning

In the world of trust and estate administration, where tax planning typically involves special attention to federal tax law compliance, it’s easy to lose focus on state income taxation issues. And while some states do not tax income related to trusts, states that do tax trust income have a variety of rules and criteria for which trusts are subject to tax. more »

Last-Minute Tax Tips

As the April 15 tax filing date draws closer, millions of taxpayers still find themselves somewhere between putting the final touches on their tax return and just starting the process. more »

Taxes Become More Global in Scope

Taxes are increasingly spreading beyond national and state borders to make more of a global impact, affecting economic activity across the world. more »

Tax-Exempt Bonds, Small Business Health Care Tax Credit Take Sequester Hit

The Internal Revenue Service said that budget sequestration would require reductions in refundable credits for certain tax-exempt bonds and the refundable portion of the Small Business Health Care Tax Credit for some small tax-exempt employers. more »

New Ways to Minimize Income Taxes for Estates, Trusts and Beneficiaries

Will Rogers has been quoted as saying, “The only difference between death and taxes is that death doesn’t get worse every time Congress meets.” Earlier this year, Congress passed the American Taxpayer Relief Act of 2012, which may have prevented us from falling off the fiscal cliff, but further complicated the already complex world of income taxation of estates and trusts. more »

Working With Entrepreneurs? Be Patient

When planner Gordon Bernhardt began focusing his practice on entrepreneurial clients about three years ago, he discovered all of them lacked one important asset: time. more »

Tax Court Dismisses $10.5M Easement Deduction

Clients who hold valuable land may receive generous tax breaks in return for a conservation easement, but the IRS has made an effort to keep the tax breaks from becoming too generous. more »

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