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Trusts and Estates

Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs

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8 Trusts That Can Help Reduce Estate Taxes
6 Economic Predictions for 2021: Northern Trust
10 Facts to Know About Irrevocable Trusts
10 Facts to Know About Revocable Trusts
Christine Benz: Biden Tax Plan Is Wake-Up Call to Trim Portfolio Risk
Mallouk: Capital Gains Tax Hike Could 'Devastate' Hedge Funds, Boost DAFs
IRS to Fix Inherited IRA Guidance That Confused Advisors
8 Trusts That Can Help Reduce Estate Taxes

More from Trusts and Estates
April 27, 2021
Biden Aims to End 'Step Up in Basis' Benefit for Estates

More from Trusts and Estates
April 22, 2021
Biden Eyeing Tax Rate as High as 43.4% in Next Economic Package
March 30, 2021
How 8 Advisors Would Respond to Sanders' Estate Tax Hike: Advisors' Advice
March 15, 2021
Biden Plans First Major Tax Hike Since 1993
February 24, 2021
BNY Mellon U.S. Master Trust Universe Returns 9.4% in Q4
February 24, 2021
Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy Clients
February 04, 2021
Millennial Estate Planning Surges During Pandemic: Survey
January 25, 2021
National Guardian Life to Acquire Digital Life Planning Firm
January 25, 2021
Gifting Stock to Family Members: What to Know 
January 20, 2021
Do You Know These Shocking Truths About Wills?