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
Orion Launches New Tech Tools for Estate Planning, Client Goal-Setting
By John ManganaroThe firm has unveiled a number of new tools and initiatives at its annual Ascent conference in San Diego.
March 13, 2024
4 Things Advisors Must Know About Beneficiary DesignationsAdvisors who think a will controls the disposition of all assets at death are making a big mistake.
March 13, 2024
Vanilla Rolls Out Estate Plan VisualizerThe tool, Scenarios, enables advisors to visualize potential federal and state estate tax mitigation strategies in real time.
March 12, 2024
Treasury Proposes Curbs on Use of Life and Annuities in Wealth PlanningClients might have to pay ordinary income taxes and a 10% penalty on cash taken from the arrangements.
March 12, 2024
Biden Floats $2 Co-Pay Limits on Popular Drugs Under MedicareThe caps proposed in Biden's budget would apply to blood pressure and cholesterol drugs.
March 11, 2024
Biden Floats Net Investment Income Tax Hike in New BudgetThe administration hopes to squeeze $84 billion out of trusts, and a little out of private placement life insurance.
March 11, 2024
Immediate Annuities Can Help Some High-Net-Worth Clients: Tax AttorneyFor some, Jack Elder says, protecting invested assets might be worth generating additional income taxes.
March 11, 2024
9 Things to Know About IRA Beneficiaries Under the Secure ActWhen it comes to inherited IRAs, different types of beneficiaries are subject to different withdrawal rules.