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
Trustee Says Schwab Is Hoarding His Father's Money: Lawsuit
By Dinah Wisenberg BrinThe trustee accuses Schwab of fraud and other violations for refusing to liquidate the account.
May 07, 2024
Medicare Posts $12B Loss for 2023In 2048, the program might have to cut inpatient benefits to 81% of what was promised.
May 01, 2024
Should Your Client Tap Their Inherited IRA in 2024?IRS' ever-evolving guidance on RMDs under the Secure Act has caused confusion. Here's how to guide beneficiaries.
April 30, 2024
How to Lock In a $14M Estate Tax Exemption Before 2026Families have a range of planning options — and trust limitations — to consider as exclusion amounts change.
April 30, 2024
Jeff Levine: 7 End-of-Life Tax Planning Mistakes to AvoidAfter a death, the tax rules that come into play can trip up even the most careful of advisors, the CPA says.
April 25, 2024
Don't Let RMD Relief Blind IRA Beneficiaries to the Big PictureThose who don't take distributions now could face bigger RMDs at higher tax rates later.
April 23, 2024
Only 26% of Americans Have an Estate PlanWorking with an advisor is the largest variable in whether respondents allocate their assets, a FreeWill survey found.
April 18, 2024
A Financial Planning Checklist, From Age 20 to 70 and BeyondHere are some benchmarks to keep clients' retirement, estate and long-term care planning on track.