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
The Big Social Spending Bill Could Keep Changing: Estate Planner
By Allison BellKeith Grissom says anyone who was watching negotiations before should stay awake now.
October 15, 2021
Is Setting Up a Trust in South Dakota Really Worth It?For those with only a few zeroes in their fortunes, it might not be worth the hassle.
October 13, 2021
The Biggest Financial Planning Mistakes Clients Make: Advisors' AdviceMistakes run the gamut from not having a plan at all to tax errors costing thousands of dollars, financial advisors say.
October 13, 2021
Debate: Should Congress Tighten Tax Rules on Grantor Trusts?Under the Democrats' tax plan, assets transferred to a grantor trust would be included in the grantor's estate for estate tax purposes.
October 12, 2021
CARES Act Charity Tax Break Creates a Trust Planning Opportunity, but Act FastA CRUT allows high-income clients to make a big donation without relinquishing all income-generating potential of the assets.
October 12, 2021
Carson Group Integrates With Envestnet | MoneyGuideAdvisors affiliated with Carson Group will soon have access to the full suite of Envestnet | MoneyGuide solutions, the companies say.
October 08, 2021
Gramercy Advisors Sues Jacksonville Jaguars Owner in Tax Avoidance CaseBillionaire Shahid Kahn sued Gramercy after the IRS and state authorities disallowed tax losses he had claimed.
September 29, 2021
Many With Guardians Have 'Britney Spears' Problems, Witnesses Tell CongressA Texas consultant said guardianship courts need helping getting the Social Security Administration to listen.