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
Roth IRA Conversions: When Is the Best Time?
By William H. Byrnes | Robert BloinkWhile now is a good time for many clients to make Roth conversions, individual circumstances are paramount.
June 08, 2021
A Reality Check on Biden's Tax, Infrastructure Plans From Schwab's Man in WashingtonSchwab's legislative and regulatory affairs representative, Mike Townsend, discusses how much of Biden's agenda he thinks is achievable.
June 08, 2021
Does Your Client's Estate Plan Need Tax Insurance?While tax insurance is widely used in M&A transactions, it can play a similar role when estate plans veer off track.
June 08, 2021
Which Kind of Trust Is Right for Your Client? 9 Questions to AskYour clients' reason for establishing a trust is the key to helping them choose the best option.
June 01, 2021
2 Tax Surprises Revealed in Biden's BudgetBiden's proposal to eliminate the step-up in basis at death went further than expected, Andy Friedman says.
May 27, 2021
How to Help Clients Avoid Capital Gains TaxesBiden has proposed higher capital gains tax rates. Advisors can help their clients reduce or avoid such taxes.
May 26, 2021
Are Advisors Ready for a 'Gray Divorce' Explosion?An expected divorce wave after the pandemic means many boomers will be looking for new advisors, Haleh Moddasser tells ThinkAdvisor.
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.