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
Boost Your Value by Seeing How Taxes Are Part of Every Financial Decision
By Todd MackayA stong understanding and appreciation of how tax shifts apply to clients can add an extra dimension (and appeal) to your practice.
December 17, 2021
Clients and the Build Back Better Tax Policy FogInformation may help, but your calming presence may help more.
December 17, 2021
9 Estate Tax Bills Introduced in 2021One measure would restore the estate tax exemptions to the 2009 thresholds: $3.5 million per individual and $7 million per married couple.
December 15, 2021
What to Do When Your Married Clients Can't Agree on Retirement PlanningHere's how to advise couples who don't agree about money matters like retirement timing, Social Security claiming and risk tolerance.
December 13, 2021
Foundation for Financial Planning Sets $5M Fundraising Goal for Pro Bono ProgramsFFP develops and funds programs that connect certified financial planners to those who need help.
December 09, 2021
Jeffrey Levine: Top 10 End-of-Year Tax Planning TipsThe financial planning expert weighs in on SALT deductions, Roth conversions, crypto investing and one of his favorite movies.
December 01, 2021
15 States Where the Most Estate Taxes Were Paid in 2020While 3,441 estates filed returns in 2020, only 1,275 of them owed taxes, IRS data shows.
November 29, 2021
Top 12 RMD Tax Facts to KnowRMD rules can be complicated, and getting them wrong can have expensive consequences.