by
Rebecca MacGregor
When clients are considering living in a multigenerational home, there are some issues that need to be discussed.
by
Jeff Stimpson
GRATs can be an effective estate-planning tool, but they come with caveats.
by
Karen DeMasters
Estate settlements take an average of 570 hours of work, the founder of EstateExec said.
by
Ryan Holmes
The tools that estate planners recommended before the election remain viable today and beyond.
by
Karen DeMasters
It's also the most wonderful time of the year for client engagement, says Michael Kim.
by
Rebecca MacGregor
When clients are considering living in a multigenerational home, there are some issues that need to be discussed.
by
Jeff Stimpson
Taxes have come to greatly influence how much money is passed on.
by
Matthew Erskine
The type of mess surrounding Prince’s estate doesn’t happen just to the rich and famous.
by
Tracey Longo
Under the new rules, brokers need to obtain their firms' approval before taking on these roles.
by
Matthew Erskine
The goal is to create a customized, holistic and effective plan for the client.
by
Ed Slott
This year will offer certain tax planning opportunities you won’t see in the future.
by
Jeff Stimpson
The clock’s ticking on tax advantages used for next-generation asset transfers or selling one’s business.
by
Matthew Erskine
A grantor retained income trust, or GRIT, is an often overlooked but useful planning technique for certain assets.
by
Jeff Stimpson
The clock’s ticking on tax advantages used for next-generation asset transfers or selling one’s business.
by
Karen DeMasters
A client family was facing a huge tax bite because of estate planning problems. Ivan Hernandez stepped in.
by
Karen DeMasters
The estate planning business is booming now, according to Weinstock Manion.
by
Matthew Erskine
There have been concerns in recent months about the pandemic's impact on recovery programs.
by
Christopher Robbins
Advisors can't afford to ignore the long-term impacts of the SECURE Act, says Carson's Jamie Hopkins.
