Full or partial funding of bypass trusts with retirement assets may make sense today.
Full or partial funding of bypass trusts with spousal retirement assets may make sense today.
A Build Back Better Act provision could derail the use of trusts to pass wealth. Here's a potential solution.
These tips can provide some guidance to your employee benefit plan officers on selecting a legal insurance plan.
Three recent developments present new and important roles for life insurance in estate planning.
A recent book argues that Roth IRAs are a superior tool for the rich. This expert challenges that generalization.
Traditional Roth conversion strategies need to be challenged in light of the SECURE Act.
Small business owners shouldn't simply cave in to questionable IRS declarations.
From a pre- and post-death income tax planning perspective, the SECURE Act is all about tax brackets.
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