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
8 Trusts That Can Help Reduce Estate Taxes
By Tom NawrockiIf proposals from President Biden and Sen. Bernie Sanders come to pass, demand for these trusts could rise dramatically.
March 30, 2021
How 8 Advisors Would Respond to Sanders' Estate Tax Hike: Advisors' AdviceSen. Bernie Sanders' plan would spark a huge rise in demand for advanced trust, retirement and charitable planning, the advisors told ThinkAdvisor.
March 15, 2021
Biden Plans First Major Tax Hike Since 1993The White House has rejected the wealth tax proposed by Sen. Warren but is still targeting the wealthy in its expected suite of tax hikes.
February 24, 2021
BNY Mellon U.S. Master Trust Universe Returns 9.4% in Q4Non-U.S. equities topped U.S. equities in the trusts, BNY Mellon reports.
February 24, 2021
Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy ClientsClients of different wealth levels have different goals, so positioning them for possible tax changes calls for different strategies.
February 04, 2021
Millennial Estate Planning Surges During Pandemic: SurveyIn their wills, millennials appointed pet guardians, donated organs and chose cremation over traditional burial.
January 25, 2021
National Guardian Life to Acquire Digital Life Planning FirmEverplans offers clients estate planning worksheets, checklists, state-by-state guides, and online file sharing services.
January 25, 2021
Gifting Stock to Family Members: What to KnowSuch gifts can provide many benefits, but your clients should consider the tax implications and other factors, too.