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
These States Have Their Own Estate, Inheritance Taxes
By Michael S. FischerOne state has both, according to the Tax Foundation.
November 08, 2024
Extending the Estate Tax Exemption: Likely With Trump, But Not a GivenPlanning experts say it's key for advisors to remain flexible in case the tax rules undergo unexpected changes.
November 06, 2024
Should Clients Change Advisors When They Retire?Advisors who are experts at helping clients accumulate wealth may lack knowledge about the retirement income phase.
November 06, 2024
What Trump's Win Means for Estate Tax PlanningOne tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.
November 06, 2024
5 Ways Trump's Election Could Affect Life and Annuity PlayersThe climate for rollover sales standards and federal estate taxes will change.
November 05, 2024
Where to Find 4 Types of Wealthy ClientsPotential clients can be broken down, broadly, by how much they have and how much they earn.
November 04, 2024
American College Opens Enrollment for New Tax CertificationThousands of advisors on the waiting list are able to sign up for the three-course program, says professor Jeff Levine.
October 24, 2024
Independent Advisor Alliance to Provide Wealth.com's Estate Planning ToolThe partnership will offer IAA's 225 advisors access to the firm's end-to-end platform.