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HOW TO SHARE YOUR WEALTH DURING YOUR LIFETIME.

• Authors : BLOCK, SANDRA (AUTHOR)

Subjects: CHARITABLE giving; INHERITANCE & transfer tax; ASSETS (Accounting)

• Source: Kiplinger Personal Finance. Oct2024, Vol. 78 Issue 10, p52-60. 8p. 6 Color Photographs, 2 Charts.

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Why more RIAs are offering in-house insurance.

• Authors : Celenza, Matthew (AUTHOR)

Subjects: *INHERITANCE & transfer tax; *WEALTH management services; *PRIVATE banks

• Source: Financial Planning. Sep2024, Vol. 54 Issue 7, p39-40. 2p. 1 Color Photograph.

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Can my client claim frozen embryos as dependents?

• Authors : Duffy, Sophia (AUTHOR)

Subjects: *INHERITANCE & transfer tax; *DECEDENTS' estates; *TAX returns

• Source: Financial Planning. Jul/Aug2024, Vol. 54 Issue 6, p38-40. 2p. 1 Color Photograph.

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Beware the 'sudden money syndrome'.

• Authors : HELY, SUSAN (AUTHOR)

Subjects: *INHERITANCE & transfer tax; *FINANCIAL stress; *INCOME tax

• Source: Money (Australia Edition). Sep2024, Issue 281, p54-55. 2p. 1 Color Photograph, 1 Graph.

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Estate planning considerations for highly appreciated assets.

• Authors : Weijer, Joshua R.

Subjects: *MARKET value; *INHERITANCE & transfer tax; *ESTATE planning

• Source: New Hampshire Business Review. 8/23/2024, p1-3. 3p.

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The Fight to Control Graceland.

• Authors : TRACY, BRIANNE (AUTHOR)

Subjects: INHERITANCE & transfer tax; DAUGHTERS

• Source: People. 3/20/2023, Vol. 99 Issue 12, p34-39. 6p. 18 Color Photographs.

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Starmer Vows to Fight Sunak's Tories on the Economy in UK Vote.

• Authors : Ashton, Emily

Subjects: *INHERITANCE & transfer tax; *CHARITABLE giving; *VALUE-added tax

• Source: Bloomberg.com. 1/4/2024, p1-2. 2p.

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Steve Webb: Budget changes are nightmare for grieving families.

Subjects: *PENSIONS; *INHERITANCE & transfer tax; *LUMP sum distributions (Pensions)UNITED Kingdom

• Source: Corporate Adviser (Online Edition). 10/31/2024, p1-3. 3p.

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Budget 2024: DC pensions brought within IHT net.

Subjects: *DEFINED contribution pension plans; *INHERITANCE & transfer tax; *GOVERNMENT revenue

• Source: Corporate Adviser (Online Edition). 10/30/2024, p1-3. 3p.

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Connelly Lesson: A Good Buy-Sell Is Not Enough to Fix Value.

Subjects: *BUSINESS valuation; *INHERITANCE & transfer tax; *MARKET value

• Source: Business Valuation Update. Oct2024, Vol. 30 Issue 10, p13-14. 2p.

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