Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Biden's Tax Plan May Trigger Key-Person Life Settlements
By Jeff Hallman and Scott ThomasThe rush could come as aging business owners hurry to sell their companies this year.
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 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 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.
July 28, 2021
Ed Slott: This Big Mistake Sets Up Clients for Inherited IRA ProblemsIn a speech to the American Institute of CPAs, the tax expert outlined the nuances of inherited IRAs, especially after the Secure Act.
July 26, 2021
It's Never Too Early to Think About Estate PlanningAdvisors should encourage young investors to start the process, choose beneficiaries, and think about making a long-term impact..