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
How the IRS' Tax Backlog Could Affect Your Clients
By Bernice NapachMany taxpayers are receiving IRS notices for nonpayment of taxes that they already paid. Here's what to do, according to CPAs.
July 24, 2020
3 Tax Planning Strategies to Consider NowIt's an election year, and big tax changes could come if Democrats gain power. Here's how to prepare.
July 22, 2020
Preparing Special-Needs Families Through Better PlanningFamilies dealing with developmental disabilities face different financial planning challenges than other clients.
July 22, 2020
7 Things Your Client's Estate Plan Might Be Missing: MorningstarYou may have all the documents in order, but these extra steps can make life much easier for heirs, Morningstar's Christine Benz writes.
July 20, 2020
Ex-Next Financial Rep Charged Over Risky Client InvestmentsThe former broker "used dishonest sales practices" to sell nontraded REITs and other alternative investments, state regulators say.
June 26, 2020
5 Ways Advisors Can Ease Clients' Tax Concerns NowWith the July 15 tax deadline looming, a TD Wealth senior trust advisor points to ways investors' tax burdens can be lightened.
June 17, 2020
5 Questions From LGBTQ Investors in the Era of Marriage EqualityThese couples may not be fully aware of strategies to maximize their estate, financial and tax planning.
June 03, 2020
Swedroe, Kotlikoff Warn Advisors to Prepare for Higher Taxes After PandemicAdvisors should consider Roth IRA conversions and irrevocable trusts as governments pile on debt, they said.