Jamie Hopkins' 10 Tips for Estate Planning Amid Legislative Unknowns
By Jeff BermanFollowing a reliable process can help advisors pivot if estate taxes rise or the step-up in basis is scaled back, Hopkins says.
June 16, 2021
Biden's Estate Tax Overhaul: Forewarned Is ForearmedWhile it may not come to fruition, the American Families Plan includes the largest tax increase on the wealthiest in over a century.
June 11, 2021
Roth IRA Conversions: When Is the Best Time?While now is a good time for many clients to make Roth conversions, individual circumstances are paramount.
June 10, 2021
World's Richest Face Tax Blow After 40% Wealth Surge to $8.4TNow, a group powerful enough to challenge the supremacy of the tech titans is on the verge of taking action.
June 08, 2021
Does Your Client's Estate Plan Need Tax Insurance?While tax insurance is widely used in M&A transactions, it can play a similar role when estate plans veer off track.
June 01, 2021
2 Tax Surprises Revealed in Biden's BudgetBiden's proposal to eliminate the step-up in basis at death went further than expected, Andy Friedman says.
April 28, 2021
Capital Gains, Income or Estate Tax Changes: Which Would Have Biggest Impact?The Buckingham Wealth chief planning officer asked his Twitter followers to vote.
April 28, 2021
Biden Proposes Making Health Premium Subsidy Boost PermanentHis American Families Plan outline also includes a national paid family and medical leave program.