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
Jamie Hopkins' 10 Tips for Estate Planning Amid Legislative Unknowns
By Jeff BermanFollowing a reliable process can help advisors pivot if estate taxes rise or the step-up in basis is scaled back, Hopkins says.
September 03, 2021
Biden's Tax Plan May Trigger Key-Person Life SettlementsThe rush could come as aging business owners hurry to sell their companies this year.
September 03, 2021
Senate Democrats Mull Taxes on Stock Buybacks, Excess CEO PaySenate Democrats are discussing a wider range of tax proposals than President Joe Biden has proposed.
August 26, 2021
Study Finds Big Drop in Share of Households With WillsThe share of householders over 50 with a will dropped from 60% to 44% over about two decades, CRR found.
August 24, 2021
10 Life Insurance Tax Facts to KnowLife insurance payouts and dividends can come with complex tax rules that financial planners should be aware of.
August 18, 2021
Schwab Launches Interactive Platform to Help Retirement SaversA new dashboard helps savers assess their financial health and then take next steps.
August 18, 2021
Top 14 Advisory Services Clients Want, but Aren't GettingLess than 10% of clients actually receive some of these services even though the vast majority expect them, a Spectrem survey found.
August 15, 2021
4 Ways Financial Planning Is Different for LGBTQ+ PeopleIgnoring the complexity could get a client evicted, or a leave a client impoverished.