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Estate Planning

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Covid Helped Pull Down U.S. Lifespans By Most In 75 Years

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About 3.4 million deaths were registered in the U.S. last year, almost 529,000 more than in 2019.

Some Advisors Breathe Sigh Of Relief As Build Back Better Fails

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But the failure of Democrats' signature legislation leaves uncertainty in its wake.

Tax Bills For Rich Americans In Doubt With Biden's Plan Adrift

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Advisors should be wary, as Congress can always change tax rules mid-season.

Tax Moves To Take As Regulators' Attention Turns More To Trusts

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If the Build Back Better bill is resurrected next year, taxes may go up on certain types of trusts.

Getting Real With UHNW Clients On Family Governance

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Here are a few things to keep in mind as you get started talking with your clients about family governance.

Talking Family Wealth Over The Holidays--Not As Easy As It Seems

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How advisors can be more intentional when suggesting families initiate conversations around money.

Rich Business Owners Are Rethinking Retirement In Pandemic's Fallout

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The pandemic is forcing many of the world's rich to reconsider their succession arrangements, a new survey says.

A 'Golden' Trifecta Offers Rare Opportunity For Advanced Tax And Estate Planning

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High-net-worth clients should be considering trusts now, said Boston Private's Jason Cain.

Inherited IRAs: What Clients And Their Heirs Need To Know

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Make sure they limit how much their heirs owe in taxes when the IRA comes into their possession.

Keeping An Eye On ILITs

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It's time to revisit a common and popular estate planning tool.

Ed Slott Offers Three Strategies For Tax-Efficient Charitable Giving

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Some clients may benefit from using their entire lifetime tax exemption this year, the consultant said.

Ultra-Rich Skip Estate Tax And Spark A 50% Collapse In IRS Revenue

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Revenue from the U.S. estate tax has been cut in half in two years.

New Tax Proposal Could Chill Use Of Trusts In Estate Planning

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A Build Back Better Act provision could derail the use of trusts to pass wealth. Here's a potential solution.

The Covid Advisor Business Boom

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Sourdough starters, home remodeling … and estate planning.

Roth Conversions, Stepped-Up Basis Survive Biden's Economic Plan

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President Biden's scaled down economic package retains tools favored by many financial advisors.

How To Succeed In Retirement By Reducing Taxes

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The biggest enemy of maximizing retirement income is taxes.

Six Tax-Conscious Planning Moves To Discuss With Clients Before 2021 Ends

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Advisors don't know how the tax laws will change, but they can still prepare.

Estate Taxes Could Ensnare Trusts Favored By Wealthy

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Two tax proposals could target tools that are heavily relied upon by wealthy clients.

Life Insurance Satisfaction Surges During Pandemic Year, Survey Says

by FA Staff

Customer satisfaction with life insurance has historically declined, but that may be changing.

Encourage Clients To Have 'The Money Talk' With Their Adult Children

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A conversation between the generations about money and wealth can help resolve many underlying issues.

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