Personal finance perspectives archive

• IRS creates global high wealth industry group: Increased scrutiny and audit focus on high-net-worth individuals
• Federal estate tax limbo in 2010: Potential planning opportunities and pitfalls
• Planning to sell your residence in 2010? Calculation changes impact real estate capital gains
• Recent court case addresses LLC transfer taxes: LLCs carry the same wealth transfer advantages as more traditional limited partnerships

• Making the right financial moves: Resolutions that last
• Estate planning in a down economy

• Allocating assets during the distribution phase of your financial life
• GRATs: Making the most of wealth transfer planning
• Going green puts more green in your pocket

• Transfer your wealth with an irrevocable life insurance trust
• "Money doesn’t grow on trees!": Children and money
• An informational primer on exchange-traded funds
• The check’s in the mail!: US Treasury economic stimulus payments

• Year end tax planning to avoid the tax pinch and Alternative Minimum Tax (AMT)
• Changing trust rules: "Unique" costs not subject to 2% limitation
• Early termination of Charitable Remainder Trusts (CRTs)

• Employer securities in 401(k) plans
• Qualified personal residence trusts