المؤلفون: Parthemer, Mark R.¹ mark.parthemer@glenmede.com

المصدر: Journal of Financial Service Professionals. Nov2024, Vol. 78 Issue 6, p15-17. 3p.

مصطلحات موضوعية: *TAX laws, *ESTATE planning, ESTATES (Law), APPELLATE courts, LANDSCAPE changes

المؤلفون: Parthemer, Mark R.¹ mark.parthemer@glenmede.com

المصدر: Journal of Financial Service Professionals. Sep2024, Vol. 78 Issue 5, p25-27. 3p.

مصطلحات موضوعية: *INHERITANCE & transfer tax, *ESTATE planning, *TAX exemption, *TAX laws, *FINANCIAL planners

المؤلفون: Pierce, David F.¹ david.pierce@theamericancollege.edu

المصدر: Journal of Financial Service Professionals. Mar2024, Vol. 78 Issue 2, p35-43. 9p.

مصطلحات موضوعية: *FINANCIAL planning, *ESTATE planning, *FINANCIAL risk, *WEALTH management services, *TAX planning, *RETIREMENT income, *INDIVIDUAL retirement accounts, PYRAMIDS

المؤلفون: Gallardo, Juan E.¹ jgallardo@tarleton.edu, Solis, Oscar² osolis@wtamu.edu

المصدر: Journal of Financial Service Professionals. Jan2024, Vol. 78 Issue 1, p40-47. 8p.

مصطلحات موضوعية: *FINANCIAL literacy, *ESTATE planning, *PROFESSIONS, *FINANCIAL services industry, HOUSEHOLDS

المؤلفون: Flaum, Abbey¹

المصدر: Journal of Financial Planning. Dec2024, Vol. 37 Issue 12, p32-37. 6p.

مصطلحات موضوعية: *ESTATE planning, *GOVERNMENT policy, WILLS, STATE laws, LEGAL documents, PRENUPTIAL agreements, LIFE insurance policies

المؤلفون: Kirchenbauer, Lisa A. K.^1,2

المصدر: Journal of Financial Planning. Dec2024, Vol. 37 Issue 12, p44-50. 7p.

مصطلحات موضوعية: *ESTATE planning, *FINANCIAL planners, *DONOR-advised funds, *INCOME tax deductions, *INVESTMENT advisors, *CHARITABLE giving, POWER of attorney, BENEFICIARIES

المؤلفون: NEEDLES, ZACK

المصدر: Family Business. Jan/Feb2025, Vol. 36 Issue 1, p56-59. 4p.

مصطلحات موضوعية: *ESTATE planning, *FAMILY-owned business enterprises, *FINANCIAL planners, *WEALTH management services, *SUCCESSION planning, FAMILY communication, FAMILY business succession

المؤلفون: JAFFE, DENNIS T.

المصدر: Family Business. Jan/Feb2025, Vol. 36 Issue 1, p28-31. 4p.

مصطلحات موضوعية: *ESTATE planning, *FAMILY-owned business enterprises, *INHERITANCE & succession, HUMAN behavior, GIFT giving, TRUST

المؤلفون: Klein, Sharon L.¹, Mirkin, John M.²

المصدر: Trusts & Estates. Jan2025, Vol. 164 Issue 1, p40-54. 13p.

مصطلحات موضوعية: *ESTATE planning, *INHERITANCE & transfer tax, *ORGANIZATIONAL transparency, *BUSINESS tax

مصطلحات جغرافية: UNITED States

المؤلفون: Weiss, Molly¹

المصدر: Journal of Financial Planning. Oct2024, Vol. 37 Issue 10, p65-69. 5p.

مصطلحات موضوعية: *ESTATE planning, *FINANCIAL planners, *FINANCIAL planning industry, *INDIVIDUAL retirement accounts, *TAX planning, *LIFE insurance

المؤلفون: Haughton, David¹

المصدر: Journal of Financial Planning. Oct2024, Vol. 37 Issue 10, p58-61. 4p.

مصطلحات موضوعية: *ESTATE planning, *INTEREST rates, *BUSINESS continuity planning, *FINANCIAL stress, *CAPITAL gains tax, *STOCK purchase agreements (Close corporations), *GRANTOR trusts, *BUSINESS valuation, *TAX planning

المؤلفون: Lynn, Christina¹

المصدر: Journal of Financial Planning. Dec2024, Vol. 37 Issue 12, p51-53. 3p.

مصطلحات موضوعية: *INVESTMENT advisors, *ESTATE planning, *FINANCIAL planners, *NON-fungible tokens, *BUSINESS consultants, *CRYPTOCURRENCIES

المؤلفون: GERSTNER, LISA (AUTHOR)

المصدر: Kiplinger Personal Finance. Feb2025, Vol. 79 Issue 2, p6-6. 1p. 1 Color Photograph.

مصطلحات موضوعية: *ESTATE planning, *FINANCIAL planners, *FINANCIAL security, *PERSONAL finance, VALENTINE'S Day, LIVING wills

المؤلفون: Colomb, Ada K.¹

المصدر: Trusts & Estates. Nov2024, Vol. 163 Issue 11, p36-44. 8p.

مصطلحات موضوعية: *ESTATE planning, *INHERITANCE & transfer tax, *TAX liens, *TAX exemption, *GIFT taxes

المؤلفون: Royal, Priya Prakash¹

المصدر: Trusts & Estates. Nov2024, Vol. 163 Issue 11, p32-35. 4p.

مصطلحات موضوعية: *TAX planning, *ESTATE planning, *DOUBLE tax agreements, *INCOME tax, TAXATION of foreign trusts

المؤلفون: Everist, Abbie M. B.¹, Nuckolls, Jack²

المصدر: Trusts & Estates. Nov2024, Vol. 163 Issue 11, p16-21. 6p.

مصطلحات موضوعية: *ESTATE planning, *REAL property tax, *INCOME tax, *TAX planning, *TAX assessment, *GRANTOR trusts

المصدر: Trusts & Estates. Oct2024, p24-28. 5p.

مصطلحات موضوعية: *ESTATE planning, *INHERITANCE & transfer tax, *TAX exemption, *ARTIFICIAL intelligence, *ORGANIZATIONAL transparency

المؤلفون: King, Al W.¹

المصدر: Trusts & Estates. Oct2024, p10-13. 4p.

مصطلحات موضوعية: *TRUSTS & trustees, *ESTATE planning, *FAMILY trusts, *DONOR-advised funds, *CHARITABLE giving

المؤلفون: Elder, Jack, Khodadad, Ali

المصدر: Trusts & Estates. Sep2024, Vol. 163 Issue 9, p54-58. 4p.

مصطلحات موضوعية: *LIFE insurance, *ESTATE planning, *HIGH net worth individuals, *WEALTH management services, *INHERITANCE & transfer tax, *TAX exemption, *IRREVOCABLE trusts, *RATE of return

المؤلفون: Barse, D. Vance

المصدر: Trusts & Estates. Sep2024, Vol. 163 Issue 9, p60-64. 5p.

مصطلحات موضوعية: *INVESTMENT advisors, *ESTATE planning, *TAX planning, *RISK management in business, *FINANCIAL planning, *INSURANCE, ESTATES (Law)