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
How Clients Can Cut or Avoid RMDs: Kiplinger
By Ginger SzalaThese strategies can help keep retired clients from having to withdraw money they don't need.
February 13, 2019
ING Trusts: The Hot Trend in HNW Estate PlanningING trusts can generate significant savings both in income taxes and in overall transfer taxes.
February 07, 2019
How to Prepare to Leave a Legacy: StudyThe latest Merrill Lynch/Age Wave study finds that most adults 55 and over haven't taken care of the essentials.
February 05, 2019
Americans Haven't Thought Much About Life Insurance: SurveyMost haven't considered that the payout can cover expenses like estate taxes and education costs, researchers found.
January 14, 2019
Inherited IRAs and the Double Tax TrapTracking the basis for an IRA is understood by most advisors as critical, but inherited IRAs present tax complications that need immediate attention.
January 11, 2019
Estate Planning Is Still ImportantThe Tax Cuts and Jobs Act has changed the exemption — but not the need to think carefully about the future.
January 08, 2019
Roth IRA Conversions: How Much Is Too Much?There are many factors to consider in a Roth conversion, including Medicare surcharges and beneficiaries' future tax brackets.
January 03, 2019
Tax Changes to Estate Plans Still Need to Be ScrutinizedThe impact of the expanded transfer tax exemption can have far-reaching implications to existing plans.