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

Spending in Retirement

8 Predictions for Retirement in 2022

By Ginger Szala
Wealthiest Americans Feel Relief as Tax Hikes Are Canceled for Now

December 20, 2021

Wealthiest Americans Feel Relief as Tax Hikes Are Canceled for Now
Manchin Outlines Tax, Policy Changes He Wants in Biden Bill

December 20, 2021

Manchin Outlines Tax, Policy Changes He Wants in Biden Bill
Clients and the Build Back Better Tax Policy Fog

December 17, 2021

Clients and the Build Back Better Tax Policy Fog
9 Estate Tax Bills Introduced in 2021

December 17, 2021

9 Estate Tax Bills Introduced in 2021
What to Do When Your Married Clients Can't Agree on Retirement Planning

December 15, 2021

What to Do When Your Married Clients Can't Agree on Retirement Planning
Foundation for Financial Planning Sets $5M Fundraising Goal for Pro Bono Programs

December 13, 2021

Foundation for Financial Planning Sets $5M Fundraising Goal for Pro Bono Programs
Jeffrey Levine: Top 10 End-of-Year Tax Planning Tips

December 09, 2021

Jeffrey Levine: Top 10 End-of-Year Tax Planning Tips