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
Should I Advise a Client to Sell a Policy at a Loss?
By Robin S. Weinberger and Peter N. KatzThe answer depends on what "a loss" means.
May 02, 2023
Top 10 Things Near-Retirees Get Wrong About Social SecurityMassMutual gave 55- to 65-year-olds a Social Security quiz. Here are the most-missed questions.
April 21, 2023
Don't Let Cognitive Decline Derail Financial Plans, RMDsKeeping RMDs on track is one way advisors can help clients with Alzheimer's, attorney Mitch Mitchell says.
April 18, 2023
Bernie Sanders Floats New Estate Tax BillThe legislation aims to reduce the estate tax exemption to $3.5 million.
April 17, 2023
For This HNW Firm, It's Crunch Time for Estate PlanningLooming estate tax changes are creating both tight deadlines and vast uncertainty, advisor Nicole Asher says.
April 04, 2023
New Bill Revives GOP Push to Repeal Estate Tax"The real issue here is the income tax benefit, which is not mentioned," says financial expert Ed Slott.
April 04, 2023
Senate Bill Could Help Protect Clients From Bad GuardiansS. 1148 would form an oversight council, support data collection and fund state advocacy programs.
April 03, 2023
Watch Out When Using This Type of Trust: IRSThis kind of annuity trust can be misused by promoters, advisors and taxpayers trying to eliminate ordinary income and capital gains.