Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
17 States With Their Own Estate, Inheritance Taxes
By Ginger SzalaIn these states and the District of Columbia, the exemption is often smaller than the federal exemption, capturing more decedents.
July 21, 2021
Britney Spears Is One of a Million Adults in Conservatorships. Here's What Advisors Should Know.Estate attorney Michael Hackard talks to ThinkAdvisor about this controversial, yet common, arrangement and why advisors shouldn't get involved.
July 07, 2021
How to Help Widows Avoid Financial Risks of RemarriagePlanner Kathleen Rehl, a remarried widow herself, tells ThinkAdvisor how advisors can help these clients avoid financial exploitation.
June 22, 2021
5 Planning Strategies to Use if Biden Repeals Stepped-Up BasisSuch a move would reverse "a century of tax law" and have "far-reaching ramifications," says tax expert Andy Friedman.
June 11, 2021
Roth IRA Conversions: When Is the Best Time?While now is a good time for many clients to make Roth conversions, individual circumstances are paramount.
June 11, 2021
CBO Estate and Gift Tax Info You (and D.C. Insiders) Should KnowThe agency has prepared a guide for lawmakers and their aides. Here's what it says.
June 08, 2021
A Reality Check on Biden's Tax, Infrastructure Plans From Schwab's Man in WashingtonSchwab's legislative and regulatory affairs representative, Mike Townsend, discusses how much of Biden's agenda he thinks is achievable.
June 08, 2021
Does Your Client's Estate Plan Need Tax Insurance?While tax insurance is widely used in M&A transactions, it can play a similar role when estate plans veer off track.