Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
New RMD Regs Back Annuity-Based Stretch IRAs, Advisor Says
By Allison BellThe tax code shows that SPIAs can offset the loss of the old school stretch IRA, Gary Mettler contends.
July 19, 2024
New Final IRS Regs Affect Where Annuities Fit in RMDsThe regulations also affect how the Secure 2.0 income annuity provisions work.
July 18, 2024
7 Insights on Advising Wealthy Clients in a DivorceHigh-net-worth divorcing couples often face asset division and estate planning complexities, lawyer Gus Dimopoulos says.
July 17, 2024
5 Secrets for Reaching Affluent 'Legacy Leavers'These prospects want to leave money to loved ones, and many expect to inherit more assets soon.
July 17, 2024
12 States With the Biggest Federal Gift Tax BillsClients may have only a vague idea this federal tax exists, let alone how it works.
July 16, 2024
Integrated Partners Adds Estate Planning Tools From Wealth.comThe partnership is intended to give Integrated advisors a one-stop platform for clients' directives.
July 12, 2024
Wealthspire Launches Trust Company to Support Wealthy ClientsThe independent RIA will staff the unit with advisors who specialize in estate planning, wealth transfer and taxation.
July 09, 2024
Retirees Worry About Security, Bills: NationwideBut the share who have a strategy to protect assets against market risk is growing, Nationwide finds.