: Page 1 | Worth

back issues

reprints

Wealth in Perspective

	Wealth Management

	» Advisors

	» Investments/ Risk Management

	» Business/Entrepreneurship

	» Estate Planning

	Thought Leaders

	» Politics & Policy

	» Culture

	» Letters

	» Profiles

	Money and Meaning

	» Family Matters

	» Philanthropy

	Passion Investments

	» Art Investments

	» Property Investments

	» Sports

	» Watches, Gems, & Jewelry

	» Wheels, Wings & Water

	» Wine Investments

	Wealth Management Sourcebook

	Multifamily Office 2008

	Previous Issues Index

/ Home / Editorial / Wealth Management / Estate Planning /

Estate Planning

How to effectively transfer wealth—including that which is tied up in illiquid but valuable collectibles—to family, other beneficiaries and charitable organizations; how to establish trusts (and oversee trustees) and other estate planning vehicles.

The Bakal Estate Richard Bakal doesn’t trust most trustees—and for good reason. Charged with overseeing the wealth generated by his parents, the 79-year-old devised an elaborate strategy to ensure his family’s fortune is maintained, not squandered.
more »

Cautionary Tales Estate-plan disasters that shatter families and squander wealth make headlines all too often.
more »

The Maytag Estate As residential subdivisions and big-box retailers pressed Colorado’s open spaces on all sides, Russ Maytag sought a way to protect his beloved 3,000-acre working cattle ranch for posterity.
more »

Beachfront Benefactor I inherited my family’s beach home last year when my mother passed away. It is worth at least $10 million, and as a new mom who would prefer to stay at home, that is money I could use right now.
more »

Overseas Entanglements The U.S. tax regime poses a host of estate planning dilemmas for foreigners who marry U.S. citizens.
more »

Insurance Conundrum Under current federal estate tax law, the first $2 million in your estate is exempt from estate tax, but anything in excess of this amount is subject to federal estate tax at rates as high as 46 percent.
more »

1 | 2 | 3 | 4 | 5 | 6 | >>

Get a FREE ISSUE and a FREE GIFT

Simply fill out this form to receive a complimentary issue of Worth and a FREE gift ("The top 25 Questions for Your Private Banker"). If you like the magazine, you’ll pay just $36 for 5 more issues (6 in all). If it’s not for you, you can return your invoice marked "cancel", and owe nothing. The FREE issue and FREE gift are yours to keep.

Name

Address

Canadian orders click here
International orders click here

Unsubscribe from subscription emails click here

Subscribe		About Us		Contact Us		Privacy Policy		Ad Specs		Reprints
	© 2008 Sandow Media, All Rights Reserved