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Estate Planning Articles
The new tax rules for trusts and estates could have been worse.
President Barack Obama wants to prevent people from accumulating too much money in their tax- advantaged retirement accounts or trusts for heirs, adding to pressure on the wealthy after raising tax...
The demand for trustee services may increase slightly this year, according to a survey.
Top-earning gay couples who married in states where the law permits it may soon be paying more in income taxes as the U.S. Supreme Court considers the legality of same-sex unions.
That’s how often elite advisors contact their clients, and Zywave says it can help you do that, too.
Taxpayers will be able to leave an extra $130,000 to their heirs free of estate taxes this year under cost-of-living adjustments announced by the Internal Revenue Service.
The budget deal passed by Congress Jan. 1 and signed into law by President Barack Obama the following day raises taxes on the income and investments of fewer high earners than Democrats proposed.
New tax laws and the effect on Medicare premiums should be considered. The decision should never simply be based on whether a client’s tax bracket could be higher in the future.
For high-net-worth clients, there are a number of issues to consider regarding the distribution of their assets – both for themselves during retirement and for heirs or charities after they pass...
Financial advisors are missing an important opportunity if they do not reach out to their clients to talk about pending tax changes and what they may be able to do to mitigate the negative effects,...
Financial Advisor Blogs
Portfolio Manager Insights
If you don’t prompt your clients to talk about money during life’s transitions, they can potentially lose their money and their family. Here are 15 questions you can ask to get them talking. + Read more
Can an advisor build a brand without millions to spend, without years to accomplish it, and when the firm may not have hundreds of advisors to spread the message? + Read more