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
2 Tax Surprises Revealed in Biden's Budget
By Melanie WaddellBiden's proposal to eliminate the step-up in basis at death went further than expected, Andy Friedman says.
May 21, 2021
4 Steps to Prepare Clients for Tax Hikes Under BidenAdvisors need to plan today for how future tax increases will affect their clients.
May 21, 2021
Everything You Need to Know About Biden's Capital Gains Tax PlanHere's what the president is proposing and how advisors can help clients reduce or avoid capital gains taxes.
May 20, 2021
Rising Health Care Costs Are Top Threat to Estate Planning: TD WealthFamily conflict, the top concern for three years running, was edged out by other worries.
May 20, 2021
Democrats Mull Weakening Biden Tax on Capital Gains for EstatesOne idea being discussed is to allow beneficiaries to defer the tax bill on estates for as long as heirs hold the assets.
May 12, 2021
Should the 'Step Up' in Basis for Inherited Assets Be Limited?Two professors debate President Biden's proposal to change rules allowing heirs to sell assets without paying capital gains taxes.
May 11, 2021
Secure Act 2.0, Biden Tax Hike Plans Make Roth IRAs a Crucial ToolRoth IRAs are valuable for estate planning and reducing future RMDs, and the Secure Act 2.0 retirement bill would open a wider window for these strategies.
April 30, 2021
Christine Benz: Biden Tax Plan Is Wake-Up Call to Trim Portfolio RiskMorningstar's director of personal finance says advisors need to worry less about taxes and more about concentrated positions.