Estate Planning

[1]  1 2 3 4 5 6 7 8   [38]

Amending The IRS's Anti-Clawback Provision On Gifting

by

The Treasury Department is on the cusp of changing a taxpayer-friendly regulation regarding federal estate taxes.

An Advisor's Guide For Surviving A Fragile Decade

by

Global Atlantic has created a blueprint for talking retirement to clients.

New Rules For Inherited IRAs Impact Bequests

by

But planning strategies can lessen the blow, one tax professional says.

Passing Generational Wealth Top Concern For Millennials, Survey Says

by

Millennials are more likely to invest in real estate and build a business to pass down to heirs, according to the Ameriprise survey.

How To Plan For Wealthy Clients Who Are Waiting For Inheritances

by

Many rich Americans say they are depending on inheritances for financial stability.

FP Alpha Launches AI-Driven Estate Planning Tool

by

The Estate Snapshot allows advisors to summarize and visualize key components of a client's estate plan.

5 Red Flags Of An Unfair Prenuptial Agreement

by

Before clients say “Till death do us part,” make sure they're on the same page.

Democrats Ask The IRS Why Tax Audits For The Poor Have Doubled

by

As it turns out, increased enforcement doesn't just mean increased enforcement on the wealthy.

Most Family Beneficiaries Hush-Hush About Inheritance Plans, Study Says

by

Many who will benefit from the great wealth transfer have no idea what they are getting, an Ameriprise executive said.

Handling Estates Like An LLC Can Reduce Taxes

by

These types of structures are also useful for transferring assets within a family.

How To Handle Finances When You Find Love After 50

by

As more older Americans find love and live together, their personal finances can get messy.

Why Your Female Clients Should Be In The Family Money Discussion

by

A recent UBS study found that half of married women leave the financial decisions to their spouse.

Exploiting Both Low And High Interest Rates For Wealth Transfers

by

It pays to plan ahead for both low- and high-interest-rate environments in these volatile times.

New IRS Proposed RMD Rules Complicate Inheritance Distributions

by

Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

You Can Offer Advanced Planning To Every Client With The Right Tech

by

With the right tech, you can offer advanced planning in-house without investing more time and energy.

How Advisors Can Avoid Getting Sacked By Heirs

by

Studies say young adults are prone to firing their parents' advisors. But this advisor says it doesn't have to be that way.

Shale King Harold Hamm Is Passing Billions To His Heirs Tax-Free

by , ,

Hamm used an LLC and more than a dozen different trusts to complete the transfers.

Estates And Trusts Shouldn't Forget This Tax-Saving Device

by

The 65-Day Rule allows trusts and estates to pass on tax burdens to beneficiaries.

Tax-Free Inheritances Fuel America's New $73 Trillion Gilded Age

by

Almost half of all U.S. wealth transferred over the next quarter century will come from the top 1.5% of households.

Merrill, Other Advisors Embrace Financial Gerontology Training

by

More than 1,245 Merrill Lynch advisors have earned financial gerontology certificates.

[1]  1 2 3 4 5 6 7 8   [38]