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
15 States Where the Most Estate Taxes Were Paid in 2020
By Michael S. FischerWhile 3,441 estates filed returns in 2020, only 1,275 of them owed taxes, IRS data shows.
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.
November 09, 2021
How Black Investors View Wealth, Advisors: SurveyBlacks were more likely than whites to define financial success as leaving a legacy and helping the next generation, U.S. Bank found.
November 04, 2021
10 Reasons Your Client Needs a Wealth ReportA thorough, well-presented wealth report should get your client feeling good and in the mood to take action.
November 02, 2021
How to Survive the Last-Minute Tax RushPotential changes in tax laws mean clients might hurry to make changes before end of the year. Be ready.
November 02, 2021
How Super-Wealthy Americans Fare Under Biden's New Tax PlanHardest hit are those who make lots of money but have few legal options for sheltering it, like business owners.