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
New IRS Life Expectancy Tables Mean Lower RMDs in 2022
By Ginger Szala"Some advisors may have forgotten that such a change was even possible," Natalie Choate writes at Morningstar.
January 10, 2022
Raymond James Hires Private Wealth ChiefKevin Ruth, who's worked at Fidelity, Merrill and UBS, will focus on advisors and efforts to best serve HNW and UHNW clients.
January 04, 2022
Hightower Buys $1.7B TC Wealth PartnersThe deal includes the Trust Company of Illinois, which does trust and estate planning, administration and retirement plan services.
December 28, 2021
8 Predictions for Retirement in 2022Experts Wade Pfau, Jamie Hopkins, Carolyn McClanahan, David Blanchett and others share their respective outlooks on income planning, long term care and more.
December 23, 2021
3 Under-the-Radar Planning Tips for 2022 Tax ChangesThough Biden's spending plans are in limbo, advisors and clients shouldn't tune out when it comes to year-end planning for tax changes.
December 20, 2021
Boost Your Value by Seeing How Taxes Are Part of Every Financial DecisionA stong understanding and appreciation of how tax shifts apply to clients can add an extra dimension (and appeal) to your practice.
December 20, 2021
Wealthiest Americans Feel Relief as Tax Hikes Are Canceled for NowManchin's vote against Biden's economic plan means rich Americans escape tax hikes, saving hundreds of billions of dollars over the next decade.
December 20, 2021
Manchin Outlines Tax, Policy Changes He Wants in Biden BillThe senator wants a revised bill that deeply overhauls the tax code to make it fairer and lowers the cost of more prescription drugs.