Heirs of large estates may miss a valuable tax deduction
Some large estates will owe estate taxes this year and there is a valuable tax deduction that is often overlooked.
Putnam Wealth Management
Preserving and sustaining wealth for the future
Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Planning Idea
Five estate-planning strategies for 2014
The permanent federal estate-tax exemption levels do not mean that clients with estates of lesser value can avoid planning. Many aspects of estate-planning remain critical to a comprehensive financial...
Planning Idea
Clarity on estate tax can prompt client discussions
Whether your client’s estate is large, small, or somewhere in between, a new law that took effect this year might warrant a closer look. The American Taxpayer Relief Act...