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
6 New IRS Guidelines Advisors Should Know
By Melanie WaddellDigital assets, RMDs, and HSAs are just a few of the topics addressed so far in 2023.
July 13, 2023
10 'Nerdy' Facts About 529 College Savings PlansUsing 529 plans can become surprisingly complex, especially when planning for multiple potential students, Jeffrey Levine says.
July 10, 2023
To Hedge Against Estate Tax Exclusion Changes, Try DisclaimersA sales coach has an idea for helping clients facing the Year 2026 problem.
July 07, 2023
California Replaces a Trust Investment LawThe update could make managing the assets in clients' trusts more flexible.
July 05, 2023
Fresh Financial Data May Reveal Unnecessary Life InsuranceSummer can be a good time to look for policy sale opportunities.
July 05, 2023
How an Ex-Goldman Advisor Serves Wealthy Clients in High-Stakes TransitionsOwners of closely held businesses face tremendous challenges when it's time to liquidate their wealth, Gary Hirschberg says.
July 03, 2023
The Planning Skill Set Prized by the Wealthiest ClientsWealthy clients are looking for guidance on how to maximize charitable giving while managing their tax exposure.
July 03, 2023
6 Reasons to Check In With Estate Planning Clients Before Year-EndBig changes in the estate tax framework are coming, and clients with legacy plans have much at stake.