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
10 Life Insurance Tax Facts to Know
By Emily HolbrookLife insurance payouts and dividends can come with complex tax rules that financial planners should be aware of.
August 15, 2021
4 Ways Financial Planning Is Different for LGBTQ+ PeopleIgnoring the complexity could get a client evicted, or a leave a client impoverished.
August 12, 2021
Could This Trust Replace the Stretch IRA? Jeffrey Levine Weighs 10 Pros, Cons of CRUTsCharitable remainder unitrusts can provide similar benefits for some investors, but there are many caveats, the CPA says.
August 09, 2021
LPL Testing Paraplanning, Other Advisor ProgramsThe firm is learning from innovators such as Peloton and Amazon to offer its advisors more digitally based services.
August 05, 2021
How Donors Can Better Utilize Charitable Giving: BNY Mellon Wealth ManagementThe annual report addresses potential opportunities for donors to better realize financial and tax benefits.
August 04, 2021
17 States With Their Own Estate, Inheritance TaxesIn these states and the District of Columbia, the exemption is often smaller than the federal exemption, capturing more decedents.
July 28, 2021
Ed Slott: This Big Mistake Sets Up Clients for Inherited IRA ProblemsIn a speech to the American Institute of CPAs, the tax expert outlined the nuances of inherited IRAs, especially after the Secure Act.
July 26, 2021
It's Never Too Early to Think About Estate PlanningAdvisors should encourage young investors to start the process, choose beneficiaries, and think about making a long-term impact..