Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
How Taxation of Life Settlement Proceeds Works Now
By Wm. Scott PageThe size of the tax bill depends partly on the health status of the client.
February 08, 2023
Debate: Would Fair Tax Act Help Fix a Broken System?Our tax experts discuss whether replacing the tax code with a flat sales tax would help Americans.
February 03, 2023
Secure 2.0 Adds RMD Flexibility for Surviving SpousesNew rules for the treatment of a deceased spouse's IRA offer some potentially beneficial planning options.
January 24, 2023
Why 2023 Is a Good Time to Reduce Future Estate TaxesAsset prices are low and the estate and gift tax exemption is high, attorney Andrew Katzenberg tells ThinkAdvisor.
January 20, 2023
Wealthy Taxpayers Could Take a Hit in These 8 StatesMost of these proposals are aimed at the ultra-wealthy, but some could hit the upper middle class.
January 18, 2023
Wave of Tax-Hike Bills to Debut in Statehouses ThursdayLawmakers in seven states plan to propose tax hikes on the wealthy, including taxes on unrealized capital gains.
January 13, 2023
7 Topics to Cover in Your First Meeting With a New ClientA good first meeting can set the tone for a successful advisor-client relationship that lasts for years.
January 13, 2023
New Bill Would Repeal Estate Tax, Keep Step-Up in BasisA bill allowing "both income tax and estate tax elimination" will never pass, says Ed Slott.