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
Here Are the State Tax Bills for Wealthy Clients to Watch in 2024
By Allison BellSurtaxes on the rich are stuck in committee. Estate planning law updates and cryptocurrency measures are moving.
March 14, 2024
12 Biggest U.S. Life, Health and Retirement Tax Breaks: 2024This is where lawmakers look when they're hungry for revenue.
March 14, 2024
Using AI to Give Clients What They Want, but Aren't GettingShowing prospects what AI can do tends to "sweep them off their feet," FP Alpha's Andrew Altfest says.
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.