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
Ex-Vanguard CEO Joins VC Firm as Advisor
By Jeff BermanWilliam McNabb already serves on the boards of Venrock portfolio companies Altruist and Vanilla; he also has invested in both firms.
August 03, 2023
Taxpayers' Gift Tax Bill Rose to $2.8 Billion in 2021A newly released table for 2021 shows that 1,101 taxpayers owed $1 million or more.
August 01, 2023
3 Things to Know About a Coming Wealth Planning TrapJohn Hancock's advanced markets head says new rules could affect a relatively large segment of the U.S. high-net-worth market.
July 24, 2023
6 New IRS Guidelines Advisors Should KnowDigital assets, RMDs, and HSAs are just a few of the topics addressed so far in 2023.
July 22, 2023
8 Cross-Border Estate Planning Mistakes to Avoid With Wealthy ClientsMany wealthy families are spread across borders. Failing to consider this in their planning can have dramatic consequences.
July 19, 2023
Americans Feel Unprepared to Inherit Money: SurveyRespondents to a New York Life survey also said they had an average $135,000 saved for retirement.
July 13, 2023
10 'Nerdy' Facts About 529 College Savings PlansUsing 529 plans can become surprisingly complex, especially when planning for multiple potential students, Jeffrey Levine says.
July 10, 2023
To Hedge Against Estate Tax Exclusion Changes, Try DisclaimersA sales coach has an idea for helping clients facing the Year 2026 problem.