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
From Harvard Law to High-Net-Worth Advisor
By John ManganaroFinancial advisor David Hamilton is on a mission to help young professionals build intergenerational wealth.
February 09, 2023
12 Federal Budget Cut Ideas That Could Hit Retirement Savers HardLawmakers could use some of these items to offset the cost of spending and tax break proposals.
February 08, 2023
Debate: Would Fair Tax Act Help Fix a Broken System?Our tax experts discuss whether replacing the tax code with a flat sales tax would help Americans.
February 03, 2023
Secure 2.0 Adds RMD Flexibility for Surviving SpousesNew rules for the treatment of a deceased spouse's IRA offer some potentially beneficial planning options.
January 31, 2023
Why UHNW Families Are Forming Private Trust CompaniesThis structure gives families more control over investments and distributions and more flexibility over asset and governance issues.
January 25, 2023
Get Ready to Resume RMDs From Inherited IRAs in 2023Advisors and clients should be prepared because the IRS is expected to act this year, income experts say.
January 24, 2023
Why Your Next Go-To CPA Partner Could Be OffshoreFinancial planning professionals will have to search harder and harder for trusted CPA partners in the coming years.
January 24, 2023
Why 2023 Is a Good Time to Reduce Future Estate TaxesAsset prices are low and the estate and gift tax exemption is high, attorney Andrew Katzenberg tells ThinkAdvisor.