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
Are Advisors Ready for a 'Gray Divorce' Explosion?
By Jane Wollman RusoffAn expected divorce wave after the pandemic means many boomers will be looking for new advisors, Haleh Moddasser tells ThinkAdvisor.
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.
April 27, 2021
Biden Aims to End 'Step Up in Basis' Benefit for EstatesTax package will end an inheritor-friendly policy, bump up the top income tax rate and fund more IRS audits.
April 27, 2021
Mallouk: Capital Gains Tax Hike Could 'Devastate' Hedge Funds, Boost DAFsMallouk and other leaders of advisory firms told ThinkAdvisor how the proposal could affect client portfolios and estate plans.