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Estate Planning

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Biden Tax Rule Would Rip Billions From Biggest Fortunes At Death

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President Biden's plan to eliminate the stepped-up cost basis of inherited assets could impact the wealthy, along with less-wealthy small businesses and family farms.

Bill And Melinda Gates To Divorce With $146 Billion At Stake

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The split after 27 years of marriage could have a profound impact on the couple's foundation and family office.

Tax Break Adds Perk To 529 College Plans

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The college savings plans can now be used as a tool to lower the size of wealthy clients' estates.

Smart Asset Location Is Critical

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Pursue smart asset location strategies to help clients make the most of their estate planning.

Planning Errors Retirees Make, Part II

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It's important what we tell our spouses about our plans and how we control our media intake.

Boomer Wealth Is Cascading Down As Biden Weighs Inheritance Tax

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Two-thirds of households with more than $25 million in 2020 attributed their wealth to inheritance, a new study says.

GOP Senator Floats $900 Billion Trimmed Infrastructure Spending

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Democrats and Republicans are laying down markers while sounding out bipartisan approaches to Biden's $2.25 trillion plan.

Biden Capital Gains Hike Would Hit Couples Earning $1 Million

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The wealthiest households now hold $1 trillion to $1.5 trillion in unrealized capital gains on equities.

America's Ultra-Rich Fear Biden Will Close Their Favorite Tax Loopholes

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The details of proposed rules may matter far more than whatever top marginal tax rate Congress finally agrees on.

Biden To Propose Tax Hikes, $80 Billion For Audits Of Rich

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Biden's plan will also include a top individual tax rate of 39.6% for those making at least $400,000.

How To Help Wealthy Clients Avoid 'The Widow's Tax'

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Money problems often beset widows and widowers who aren't used to handling their household finances.

Ed Slott To Advisors: Don't Make Changes Based On New RMD Guidance Yet

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An IRS publication erroneously suggests minimum distributions are required for inherited IRAs, two tax specialists said.

How Trusts Can Be Used To Counter Tougher Estate Taxes

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Advisors are expecting the Biden administration to possibly lower the estate tax exemption.

How Tiedemann Eases Client Concerns About Changing Tax Policies

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Actions can be taken now for a more tax-efficient future, explained Tiedemann's Steve Aucamp.

Who's In Charge?

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The last few decades of case law for estates have seen the emergence of the “de facto” fiduciary.

Democrats Weigh Capital Gains Tax Hike For Millionaires At Death

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The step up in cost basis at death and other capital gains tax exclusions could be eliminated.

The Secret To Great Estate Planning? Smart Asset Location

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Pursue smart asset location strategies to help clients make the most of their estate planning.

There Should Be Nothing Cryptic About Cryptocurrency In An Estate Plan

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Crypto-assets should be documented in estate plans.

Biggest Bitcoin Fund Provider To Offer Different Crypto Trusts

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The trusts are delving into still-niche corners of the cryptocurrency universe.

Tax Hikes On Rich Loom If Treasury Revives Hard Look At Estates

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Possible regulatory changes would complement the priorities President Joe Biden campaigned on.

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