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
Senate Democrats Mull Taxes on Stock Buybacks, Excess CEO Pay
By Kaustuv Basu and Steven T. DennisSenate Democrats are discussing a wider range of tax proposals than President Joe Biden has proposed.
August 18, 2021
Schwab Launches Interactive Platform to Help Retirement SaversA new dashboard helps savers assess their financial health and then take next steps.
August 18, 2021
Top 14 Advisory Services Clients Want, but Aren't GettingLess than 10% of clients actually receive some of these services even though the vast majority expect them, a Spectrem survey found.
August 15, 2021
4 Ways Financial Planning Is Different for LGBTQ+ PeopleIgnoring the complexity could get a client evicted, or a leave a client impoverished.
August 12, 2021
Could This Trust Replace the Stretch IRA? Jeffrey Levine Weighs 10 Pros, Cons of CRUTsCharitable remainder unitrusts can provide similar benefits for some investors, but there are many caveats, the CPA says.
August 09, 2021
LPL Testing Paraplanning, Other Advisor ProgramsThe firm is learning from innovators such as Peloton and Amazon to offer its advisors more digitally based services.
August 05, 2021
How Donors Can Better Utilize Charitable Giving: BNY Mellon Wealth ManagementThe annual report addresses potential opportunities for donors to better realize financial and tax benefits.
August 04, 2021
17 States With Their Own Estate, Inheritance TaxesIn these states and the District of Columbia, the exemption is often smaller than the federal exemption, capturing more decedents.