Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Roth IRA Conversions: When Is the Best Time?
By William H. Byrnes | Robert BloinkWhile now is a good time for many clients to make Roth conversions, individual circumstances are paramount.
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.
June 08, 2021
Which Kind of Trust Is Right for Your Client? 9 Questions to AskYour clients' reason for establishing a trust is the key to helping them choose the best option.
June 01, 2021
2 Tax Surprises Revealed in Biden's BudgetBiden's proposal to eliminate the step-up in basis at death went further than expected, Andy Friedman says.
May 27, 2021
How to Help Clients Avoid Capital Gains TaxesBiden has proposed higher capital gains tax rates. Advisors can help their clients reduce or avoid such taxes.
May 21, 2021
4 Steps to Prepare Clients for Tax Hikes Under BidenAdvisors need to plan today for how future tax increases will affect their clients.
May 21, 2021
Everything You Need to Know About Biden's Capital Gains Tax PlanHere's what the president is proposing and how advisors can help clients reduce or avoid capital gains taxes.
May 20, 2021
Rising Health Care Costs Are Top Threat to Estate Planning: TD WealthFamily conflict, the top concern for three years running, was edged out by other worries.