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
9 Estate Tax Bills Introduced in 2021
By Melanie WaddellOne measure would restore the estate tax exemptions to the 2009 thresholds: $3.5 million per individual and $7 million per married couple.
December 09, 2021
Jeffrey Levine: Top 10 End-of-Year Tax Planning TipsThe financial planning expert weighs in on SALT deductions, Roth conversions, crypto investing and one of his favorite movies.
December 01, 2021
15 States Where the Most Estate Taxes Were Paid in 2020While 3,441 estates filed returns in 2020, only 1,275 of them owed taxes, IRS data shows.
November 29, 2021
Top 12 RMD Tax Facts to KnowRMD rules can be complicated, and getting them wrong can have expensive consequences.
November 23, 2021
How Trustees Can Protect Themselves Against Beneficiary ClaimsCheck the document fine print and get liability insurance as any lawsuit would hit trustee personally.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 10, 2021
Pandemic Spurred Legacy Planning Discussions: Edward JonesOne-third of U.S. adults say the pandemic prompted conversations with family about end-of-life plans and preferences, a survey found.
November 09, 2021
How and Why to Use Roth IRAs in Estate PlanningThe Secure Act has made Roth IRAs more valuable as a tax-efficient way to pass assets to heirs.