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  • Portability Provision Simplifies Couples' ...(12:21)
  • Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both pa...
  • Date: January 25, 2013
  • Source: Morningstar.com
  • How to Stay Smart With Your Estate Plan(12:01)
  • Estate-planning expert Deborah Jacobs outlines how to approach the estate tax exemption and gift tax rules, addresses a popular misconception about es...
  • Date: January 25, 2013
  • Source: Morningstar.com
  • Estate-Planning Tips For Same-Sex Couples(09:27)
  • Family-law attorney Jill Metz discusses how same-sex couples can work around legal pitfalls regarding beneficiaries, Social Security, children, and mo...
  • Date: September 19, 2012
  • Source: Morningstar.com
  • No Head in the Sand on Your Estate Plan(09:51)
  • Even folks who are currently under the estate-tax exemption could save their heirs lots of money, difficulty, and time by crafting a flexible estate p...
  • Date: March 19, 2011
  • Source: Morningstar.com
  • Estate Planning Guideline(01:04)
  • William Conway discusses estate planning, and what are the three gremlins of estate planning
  • Date: January 25, 2011
  • Source: MonkeySee.com - Business
  • The Lawyer's Role in Estate Planning(02:41)
  • In this video, estate attorney Mike Collins explains the basics of estate planning and the role of the lawyer.
  • Date: January 31, 2011
  • Source: MonkeySee.com - Business
  • Family Circumstances in Estate Planning(02:59)
  • In this video, estate attorney Mike Collins explains the basics of estate planning and ways to protect your inheritors from misadventure.
  • Date: January 31, 2011
  • Source: MonkeySee.com - Business
  • How To Do Estate Planning(00:53)
  • William Conway discusses estate planning, and what are some ways to plan
  • Date: January 25, 2011
  • Source: MonkeySee.com - Business
  • Alternative Ways Of Estate Planning(01:10)
  • William Conway discusses estate planning, and if there are any other ways to plan
  • Date: January 25, 2011
  • Source: MonkeySee.com - Business
  • Incapacity And Estate Planning(00:59)
  • William Conway discusses estate planning, and what might happen if you are incapacitated and fail to plan
  • Date: January 25, 2011
  • Source: MonkeySee.com - Business
  • Death And Estate Planning(00:49)
  • William Conway discusses estate planning, and what happens in the circumstance that you fail to plan for your death
  • Date: January 25, 2011
  • Source: MonkeySee.com - Business

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