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
Estate Planning Wisdom, Passed Down for 300 Years
By Jane Wollman RusoffAdvisor Glenn Preston Evans says that if his free Black ancestors could secure a family legacy, anyone can.
February 23, 2023
Biden's Billionaire Tax Plan Is Doomed, Estate Lawyer SaysThe plan essentially puts a double tax on appreciated assets at death, Scott Squillace tells ThinkAdvisor.
February 17, 2023
10 Ways Taxable Accounts Boost Retirement PlanningIRAs and 401(k)s get lots of press, but taxable brokerage accounts have powerful benefits you shouldn't overlook.
February 15, 2023
From Harvard Law to High-Net-Worth AdvisorFinancial advisor David Hamilton is on a mission to help young professionals build intergenerational wealth.
February 13, 2023
How Taxation of Life Settlement Proceeds Works NowThe size of the tax bill depends partly on the health status of the client.
February 10, 2023
What Life Insurers Are Saying About Death NowCOVID-19 has eased up, but it, and other threats, are still lurking in the earnings.
February 09, 2023
12 Federal Budget Cut Ideas That Could Hit Retirement Savers HardLawmakers could use some of these items to offset the cost of spending and tax break proposals.
February 08, 2023
Debate: Would Fair Tax Act Help Fix a Broken System?Our tax experts discuss whether replacing the tax code with a flat sales tax would help Americans.