Plan your financial future not by years, but by generations. The 2010 tax law offers a gift for the next generation and there is a limited time to give it.
Unprecedented Opportunity for Gifting
The scheduled expiration of unprecedented opportunities to make lifetime gifts at the end of 2012 probably makes your financial planning initiatives even more tax-driven this year.
Checklist of Proactive Strategies for a Volatile Economy
Given todays challenging economic landscape, it is important to stay focused on long-term goals and look for ways to take advantage of the unique confluence of events. As we head into year-end, we have prepared a checklist of some timely opportunities you might consider.
Insights on Transferring Wealth Tax Free
R. Hugh Magill, Northern Trust's Chief Fiduciary Officer, shared practical insights for transferring assets to grandchildren with CNBC's Trish Regan and Amanda Drury.
Getting in Front of Wealth Transfer
Understand the benefits of making significant wealth transfers now, rather than waiting
until your estate settles.
Rethinking Wealth Transfer
Wealth transfer considerations for 2011 and 2012.
Summary of 2010 Tax Relief Act
The 2010 Tax Relief Act makes important changes to the estate, generation-skipping transfer and gift taxes, as well as to individual and business income taxes. This article highlights some of its key provisions.
Frequently Asked Questions: 2010 Tax Relief Act
Review some common questions about the legislation.
Purpose-Driven Wealth Transfer
Insights on changing the conversation about wealth transfer.
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