Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Capital Gains Tax Rate Set at 25% in House Democrats' Plan
By Laura Davison, Ally Chen and Erik WassonThe plan is short of what Biden had proposed and leaves intact the step-up in basis for assets at death.
September 03, 2021
Biden's Tax Plan May Trigger Key-Person Life SettlementsThe rush could come as aging business owners hurry to sell their companies this year.
August 26, 2021
Study Finds Big Drop in Share of Households With WillsThe share of householders over 50 with a will dropped from 60% to 44% over about two decades, CRR found.
August 24, 2021
10 Life Insurance Tax Facts to KnowLife insurance payouts and dividends can come with complex tax rules that financial planners should be aware of.
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.