Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Secure Act 2.0, Biden Tax Hike Plans Make Roth IRAs a Crucial Tool
By Roger WohlnerRoth IRAs are valuable for estate planning and reducing future RMDs, and the Secure Act 2.0 retirement bill would open a wider window for these strategies.
April 26, 2021
IRS to Fix Inherited IRA Guidance That Confused AdvisorsThose who inherited an IRA in 2020 should wait for more guidance from the agency before taking a 2021 RMD, Ed Slott says.
April 21, 2021
8 Trusts That Can Help Reduce Estate TaxesIf proposals from President Biden and Sen. Bernie Sanders come to pass, demand for these trusts could rise dramatically.
April 21, 2021
Avoiding an Inherited IRA Tax Time Bomb Under the Secure ActWithout proper planning, the tax consequences of the new "10-year rule" for emptying inherited IRAs can be serious.
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.