Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
IRS to Fix Inherited IRA Guidance That Confused Advisors
By Roger WohlnerThose who inherited an IRA in 2020 should wait for more guidance from the agency before taking a 2021 RMD, Ed Slott says.
March 30, 2021
How 8 Advisors Would Respond to Sanders' Estate Tax Hike: Advisors' AdviceSen. Bernie Sanders' plan would spark a huge rise in demand for advanced trust, retirement and charitable planning, the advisors told ThinkAdvisor.
February 24, 2021
Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy ClientsClients of different wealth levels have different goals, so positioning them for possible tax changes calls for different strategies.
February 04, 2021
Millennial Estate Planning Surges During Pandemic: SurveyIn their wills, millennials appointed pet guardians, donated organs and chose cremation over traditional burial.
January 06, 2021
For Wealthy Women, Tax and Estate Planning Is Weak LinkA Biden administration may mean tax policy changes and should be a wake-up call to women to get their estate plans in order.
December 28, 2020
Pandemic Is a Wake-Up Call on Estate Planning: Wells FargoMore people are developing estate plans, though even many affluent investors remain without one.
November 23, 2020
Preparing Clients for a Quick Estate Planning PivotThe direction of the wind in Washington could change quickly. Here are ideas about how to handle that.
November 04, 2020
A Lawyer Became an Advisor. Now He Runs 2 Firms.Michael Garry tells ThinkAdvisor about running an RIA and an estate planning firm at the same time.