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
Wealthy Taxpayers Could Take a Hit in These 8 States
By Melanie WaddellMost of these proposals are aimed at the ultra-wealthy, but some could hit the upper middle class.
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.
December 29, 2022
Estate and Gift Tax Exclusions for 2023: How the Changes Affect Your ClientsThe IRS has adjusted these thresholds for inflation.
December 22, 2022
Secure 2.0 Act Needs a Fix: Jeff LevineThe section of the bill on changing the RMD age appears to contain a major drafting mistake, he says.
December 21, 2022
Will Your Client's Medicaid Trust Survive the Move to Florida?Strategies for preserving the family home must comply with state-specific laws if the client plans to move.