Naming a Trust as IRA Beneficiary? Follow 4 Rules to Avoid a Tax Bomb for Heirs
By Dinah Wisenberg BrinFailure to properly structure the trust could result in a compressed payout schedule at a 37% tax rate.
May 12, 2026
New Bill Seeks to Curb Use of Trusts for Estate Tax DodgingThe Fair Trusts for Fiscal Responsibility Act taxes assets over $50 million in certain types of trusts.
April 16, 2026
Wyden Bill Would Wreck Existing Private Placement Life and Annuity ArrangementsHolders would have 180 days to replace the arrangements or liquidate them.
March 09, 2026
Dynasty, Wealth.com Partner on AI-Powered Estate Planning ToolDynasty advisor partners will be able to deliver "deeper, scenario-based guidance at scale," CEO Shirl Penney says.
March 03, 2026
Sales of Much-Debated Life Product Rise 12%The total number of individual life policies sold climbed 9%, LIMRA says.
December 22, 2025
Trust vs. Family Limited Partnership: Which Is Better for Estate Planning?Here are eight things to consider. according to the Colcom Group.
October 28, 2025
Lines Blur Between Estate Planning and RetirementAffluent clients now expect their financial advisors to address both, researcher Steve Parrish says.
October 15, 2025
New York Life Faces Life Cost-of-Insurance Suit Tied to Tax Law ChangeThe policy owner says the issuer should share the benefits from having a lower income tax rate.