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
Richest Americans Use This Trust to Avoid Estate Taxes: ProPublica
By Pierre PauldenLaurene Powell Jobs, Charles Koch, Michael Bloomberg and other members of the top 0.1% have relied on grantor retained annuity trusts.
September 13, 2021
Capital Gains Tax Rate Set at 25% in House Democrats' PlanThe plan is short of what Biden had proposed and leaves intact the step-up in basis for assets at death.
September 09, 2021
Jamie Hopkins' 10 Tips for Estate Planning Amid Legislative UnknownsFollowing a reliable process can help advisors pivot if estate taxes rise or the step-up in basis is scaled back, Hopkins says.
September 09, 2021
Taxpayer-Friendly Trust Laws Are Florida's Latest AttractionUnder the new Uniform Directed Trust Act and Community Property Trust Act, Florida is even more hospitable to directed trusts or community property trusts.
September 09, 2021
More Than 9 in 10 CFPs Strongly Satisfied With Career Choice: SurveyThe CFP Board polled certificants about the value of the credential.
September 03, 2021
Biden's Tax Plan May Trigger Key-Person Life SettlementsThe rush could come as aging business owners hurry to sell their companies this year.
September 03, 2021
Senate Democrats Mull Taxes on Stock Buybacks, Excess CEO PaySenate Democrats are discussing a wider range of tax proposals than President Joe Biden has proposed.
August 26, 2021
Study Finds Big Drop in Share of Households With WillsThe share of householders over 50 with a will dropped from 60% to 44% over about two decades, CRR found.