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
A Tax Facts Debate: Pros and Cons of Trump’s 2025 Tax Plans
By John ManganaroDon’t miss the opportunity to hear from two leading tax experts and prepare for what’s ahead in 2025.
November 21, 2024
Daffy Integration Simplifies Donor-Advised Fund Granting for Betterment UsersThe investment firm's clients can directly donate apreciated shares to more than 1.5 million U.S. charities.
November 19, 2024
Wealth.com Expands Its RIA Reach (Again)The estate planning platform is hiring human experts while also developing AI tools, co-founder Matt White says.
November 19, 2024
These States Have Their Own Estate, Inheritance TaxesOne state has both, according to the Tax Foundation.
November 14, 2024
There's More to Estate Planning Than Tax ExemptionsThe process offers significant non-tax benefits, even for mass affluent clients.
November 13, 2024
Trump's Election and 2024 Tax Planning: What's an Uncertain Client to Do?Advisors and clients cannot let the uncertainty surrounding the future of tax rules paralyze them.
November 08, 2024
Extending the Estate Tax Exemption: Likely With Trump, But Not a GivenPlanning experts say it's key for advisors to remain flexible in case the tax rules undergo unexpected changes.
November 06, 2024
Should Clients Change Advisors When They Retire?Advisors who are experts at helping clients accumulate wealth may lack knowledge about the retirement income phase.