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 Study Shows Ties Between Personality, Estate Planning
By John ManganaroNew research finds certain personality traits are connected with legacy planning preferences and overall financial health.
April 18, 2023
Bernie Sanders Floats New Estate Tax BillThe legislation aims to reduce the estate tax exemption to $3.5 million.
April 17, 2023
For This HNW Firm, It's Crunch Time for Estate PlanningLooming estate tax changes are creating both tight deadlines and vast uncertainty, advisor Nicole Asher says.
April 04, 2023
New Bill Revives GOP Push to Repeal Estate Tax"The real issue here is the income tax benefit, which is not mentioned," says financial expert Ed Slott.
April 04, 2023
Senate Bill Could Help Protect Clients From Bad GuardiansS. 1148 would form an oversight council, support data collection and fund state advocacy programs.
April 03, 2023
Watch Out When Using This Type of Trust: IRSThis kind of annuity trust can be misused by promoters, advisors and taxpayers trying to eliminate ordinary income and capital gains.
March 31, 2023
What the Latest IRS Ruling Means for TrustsTax experts say a new IRS Revenue Ruling could have a significant impact on wealthy clients using certain types of trusts.
March 30, 2023
7 Estate Planning Challenges to Tackle TodayThe current interest rate climate and tax-friendly framework could shift, so financial advisors and their clients need to act soon.