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
Get Ready to Resume RMDs From Inherited IRAs in 2023
By John ManganaroAdvisors and clients should be prepared because the IRS is expected to act this year, income experts say.
January 20, 2023
Wealthy Taxpayers Could Take a Hit in These 8 StatesMost of these proposals are aimed at the ultra-wealthy, but some could hit the upper middle class.
January 18, 2023
Wave of Tax-Hike Bills to Debut in Statehouses ThursdayLawmakers in seven states plan to propose tax hikes on the wealthy, including taxes on unrealized capital gains.
January 13, 2023
'Taxachusetts' Revived in New England After Millionaire SurtaxMassachusetts voted in favor of imposing a 4% surtax on taxable incomes over $1 million after a closely fought campaign.
January 13, 2023
7 Topics to Cover in Your First Meeting With a New ClientA good first meeting can set the tone for a successful advisor-client relationship that lasts for years.
January 13, 2023
New Bill Would Repeal Estate Tax, Keep Step-Up in BasisA bill allowing "both income tax and estate tax elimination" will never pass, says Ed Slott.
January 03, 2023
10 Ways to Help Clients Cope With DeathAdvisors should know both estate-planning techniques and how to speak with clients facing the death of relatives.
December 31, 2022
Does a Charitable Trust Make Sense for Your Client?Secure 2.0 could lead to more clients using charitable remainder trusts. Here's what to know about these and similar vehicles.