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
House Nears Vote on Halving Estate Tax Exemption in 2022
By Allison BellThe provision is now part of H.R. 5376, which could come to the House floor this week.
September 27, 2021
Long-Term Care Planning: What Advisors Should KnowPhysician and advisor Carolyn McClanahan outlined how advisors can help with long-term care decisions.
September 16, 2021
10 Tax Changes Advisors Need to Know in House Democrats' PlanAlthough the plan faces congressional hurdles, advisors and clients should start making crucial decisions now, Jeffrey Levine says.
September 13, 2021
Capital Gains Tax Rate Set at 25% in House Democrats' PlanThe plan is short of what Biden had proposed and leaves intact the step-up in basis for assets at death.
September 09, 2021
Jamie Hopkins' 10 Tips for Estate Planning Amid Legislative UnknownsFollowing a reliable process can help advisors pivot if estate taxes rise or the step-up in basis is scaled back, Hopkins says.
September 09, 2021
Taxpayer-Friendly Trust Laws Are Florida's Latest AttractionUnder the new Uniform Directed Trust Act and Community Property Trust Act, Florida is even more hospitable to directed trusts or community property trusts.
September 09, 2021
More Than 9 in 10 CFPs Strongly Satisfied With Career Choice: SurveyThe CFP Board polled certificants about the value of the credential.
September 03, 2021
Biden's Tax Plan May Trigger Key-Person Life SettlementsThe rush could come as aging business owners hurry to sell their companies this year.