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
7 Topics to Cover in Your First Meeting With a New Client
By Roger WohlnerA good first meeting can set the tone for a successful advisor-client relationship that lasts for years.
December 31, 2022
Does a Charitable Trust Make Sense for Your Client?Secure 2.0 could lead to more clients using charitable remainder trusts. Here's what to know about these and similar vehicles.
December 29, 2022
Estate and Gift Tax Exclusions for 2023: How the Changes Affect Your ClientsThe IRS has adjusted these thresholds for inflation.
December 22, 2022
Secure 2.0 Act Needs a Fix: Jeff LevineThe section of the bill on changing the RMD age appears to contain a major drafting mistake, he says.
December 21, 2022
Will Your Client's Medicaid Trust Survive the Move to Florida?Strategies for preserving the family home must comply with state-specific laws if the client plans to move.
December 14, 2022
4 Ways Inflation Can Help Clients Cut Taxes in 2023The cost-of-living increases for tax brackets and other tax benefits are the largest in history. Take advantage now.
December 07, 2022
The Estate and Gift Tax Exclusion Shrinks in 2026. What's an Advisor to Do?There are steps clients can take to reduce their taxable estate or take advantage of the current limits.
December 06, 2022
Inheritors Plan to Seek Financial Advice When the Money Arrives: SurveyNearly 80% of Americans surveyed expect to work with an advisor after receiving an inheritance.