Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Creative Planning Buys Tax-Focused RIA in St. Louis Market
By Jeff BermanThe firm says it will hire more attorneys and CPAs in the region to create a tax and estate planning hub.
December 20, 2021
Boost Your Value by Seeing How Taxes Are Part of Every Financial DecisionA stong understanding and appreciation of how tax shifts apply to clients can add an extra dimension (and appeal) to your practice.
December 17, 2021
Clients and the Build Back Better Tax Policy FogInformation may help, but your calming presence may help more.
December 17, 2021
9 Estate Tax Bills Introduced in 2021One measure would restore the estate tax exemptions to the 2009 thresholds: $3.5 million per individual and $7 million per married couple.
December 01, 2021
15 States Where the Most Estate Taxes Were Paid in 2020While 3,441 estates filed returns in 2020, only 1,275 of them owed taxes, IRS data shows.
November 23, 2021
How Trustees Can Protect Themselves Against Beneficiary ClaimsCheck the document fine print and get liability insurance as any lawsuit would hit trustee personally.
November 17, 2021
7 Important Tax, Retirement Topics for Year-End PlanningA lot of potential changes are looming, and communicating with your clients about the future is perhaps more important than ever.
November 10, 2021
Pandemic Spurred Legacy Planning Discussions: Edward JonesOne-third of U.S. adults say the pandemic prompted conversations with family about end-of-life plans and preferences, a survey found.