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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
  • Money Monitor: Estate Planning Is About Mo...(01:45)
  • When it comes to estate planning, financial planner Rona Birenbaum says there is more to think about than writing a will. She says organizing and docu...
  • Date: May 29, 2014
  • Source: Canadian Press
  • Get Started With Your Estate Plan(03:37)
  • Find a good attorney, take stock of your assets, and draft these key documents to get your estate plan in gear.
  • Date: August 18, 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
  • Smart Estate Planning(01:26)
  • Proper estate planning can prevent headaches for those you're trying to look out for. Canadian Press reporter Sunny Freeman shares some tips on how be...
  • Date: November 15, 2012
  • Source: Canadian Press
  • 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
  • Worry About Your Estate Plan, Not The Taxe...(00:40)
  • Consider how few Americans will actually pay a federal estate tax. In 2014, an estate will not be subject to the tax until it has exceeded $5,340,000....
  • Date: July 01, 2014
  • Source: Wochit Business
  • 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

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