Financial Planning Implications of TRHCA (68 KB PDF file)
Michael Kitces discusses some of the unexpected financial planning provisions found in the Tax Relief and Health Care Act of 2006. Author: Michael E. Kitces
Advanced Directives in Europe (226 KB PDF file)
This May 2005 Report on Advanced Directives in Europe is interesting reading for advisors with clients who work or vacation in Europe. Author: Alzheimer Europe
Presentations and Outlines
Estate Planning with Life Insurance (75 KB PDF file)
In this October, 2006 presentation to the Practicing Law Institute’s 37th Annual Estate Planning Institute, Bob Burton discusses how to address the use of life insurance in estate planning. Authors: Robert E. Burton
Steve Akers provides his annual overview of the highlights of the January 2007 Heckerling Institute. Author: Steve R. Akers
2007 State Death Tax Chart (43 KB PDF file)
An easy to use chart on how states are dealing with the state death tax. Author: Charles Fox, McQuire Woods
The Estate Tax and Charitable Giving (309 KB PDF file)
This is a July, 2004 paper from the U.S. Congressional Budget Office examines how changing the estate tax rules would impact charitable donations. Director: Douglas Holtz-Eakin
Estate and Gift Taxes: Economic Issues (139 KB PDF file)
This is a January, 2006 paper from the Congressional Research Service, The Library of Congress. Authors: Jane G. Gravelle, Steven Maguire
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