The end of the year often means gift giving, and many families consider contributing to savings for a child's future college education as a gift. Ellen Jackson outlines the differences between Guaranteed Education Tuition Programs and 529 Plans.
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Proposed regulations under the Internal Revenue Code are designed to eliminate or significantly reduce the discounts that will be available when valuing interests in family-owned entities for gift, estate and generation-skipping transfer tax purposes. Katie Groblewski explains the implications.
Washington is one of only 10 community property states in the United States. Ellen Jackson shares the basics on community property law and how it pertains to estate planning.
In this last installment of a three-part series, Ellen Jackson reviews the benefits of having an irrevocable life insurance trust.
In this second installment of a three-part series focused on life insurance, Ellen Jackson explains some of the lesser-known policy options, such as universal, variable and survivorship policies.
Many estate plans include some form of life insurance. Understanding the different types of life insurance is critical for selecting the best product to meet your needs in light of your overall estate plan. Ellen Jackson explains the basics of term and traditional whole life insurance.