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Estate Planning

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IRS To Crack Down On 'Basis Shifting' Tax Avoidance By Business Partnerships

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The agency aims to collect $50 billion more in taxes over the next 10 years from those who use the tactic.

Clients Might Want To 'Use Not Lose' Expiring Estate Tax Exemptions

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Wealthy clients might want to take basic exclusions on estate and gift taxes before they're cut in half.

Using Private Placement Life Insurance For Tax-Efficient Growth Investing

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Here are three benefits to choosing private placement life insurance as an investment vehicle.

Inheritances Be Damned: Clients Want To Spend While They Can

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After the pandemic, more clients are seizing the moment and putting their money to use before they die.

Roth IRAs: The Mathematics For High-Wealth Taxpayers

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Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.

Looming Cut In Estate Tax Exemption Has Advisors Looking To Trusts

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Clients need to consider trust strategies as the expiration date on TCJA tax reforms draws nearer, advisors say.

Inheritances Be Damned: Clients Want To Spend While They Still Can, Advisors Say

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In the wake of the pandemic, more clients are seizing the moment and putting their money to use before they die.

Advisors Say Move Gingerly With Suddenly Wealthy Clients

by Ben Mattlin

The psychological adjustment to receiving a lot of money can take years, they say.

Advisors See Clients Being More Open About Estate Planning, Edward Jones Says

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Clients are bringing more family members into the conversation, a company survey found.

Only 26% Of Americans Have Created An Estate Plan, Survey Finds

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Wealthier people, especially males and those with an advisor, are the likeliest to have a plan.

Using Life Insurance To Address Anticipated Rise In Estate Taxes

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Life insurance can help clients with expiring provisions of the Tax Cuts and Jobs Act, advisors say.

Advisors Need To 'Navigate' $18 Trillion Wealth Transfer, EY Says

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Advisors need to understand the needs of women and young investors to retain assets, a company report says.

Innovative Philanthropy: Beyond Traditional Grantmaking

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The need for innovative and impactful strategies in philanthropy has never been more pressing.

Advisors Have 'Vast' Opportunity To Work With Couples, Ameriprise Says

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A company survey found that couples with an advisor were more honest with each other about finances.

Using Life Insurance To Address Anticipated Rise In Estate Taxes

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Life insurance can be useful for dealing with expiring TCJA provisions, advisors say.

Families Are Not Talking About Inheritance, New Study Finds

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Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.

How Do You Keep Businesses In Families In Changing Times?

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It's not always easy to find heirs, or at least ones that are ready to take over companies.

Embracing The Evolution Of Female Breadwinners: Implications For Financial Advisors

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Financial advisors play a crucial role in supporting and empowering female breadwinners to achieve their financial goals.

Inheriting Tax Liabilities

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Adrianne Yamaki of Strategic Wealth Capital discusses how to help clients maximize what their heirs receive.

Families Are Not Talking About Inheritance, New Study Finds

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Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.

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