Tax

Avoiding estate litigation

Estate planning centres on one main goal: preserving estate assets. While advisors offer planning advice and employ various strategies to reduce the tax liability of the deceased’s estate, even the best efforts can be fruitless if the estate faces claims that wind up in court.

By Akua Carmichael |May 29, 2013

5 min read

Ensure business owners plan ahead

Businesses are more likely to survive if owners plan ahead. This real-life story explains why.

By Jordan Gould |May 28, 2013

2 min read

Use real retirement stories with clients

Real retirement savings stories may inspire your clients.

By Staff |May 27, 2013

2 min read

Death and taxes: what you need to know

Understand the basic rules applicable to deceased taxpayers, estates and trusts

By Elaine Blades and Scott Cummings |May 27, 2013

6 min read