Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
How Millennials and Gen Z Plan to Use Inheritances
By Michael S. FischerNearly 8 in 10 respondents to a Blueprint survey said they planned to save or invest the money.
May 14, 2024
How to Pass Down an IRAEstate planning rules around IRAs have changed in the past few years. Here's what to know.
May 09, 2024
IRS Drafts Gift and Trust Reporting ChangesThe proposal could lead to big changes for clients who get cash from overseas.
May 09, 2024
The Ex-Girlfriend and the 401(k): A Cautionary Estate Planning TaleClients might assume their retirement accounts will simply pass to the heirs named in their will. Big mistake.
May 08, 2024
Speed Up Life SettlementsAn industry player calls for the sector to improve operations.
May 07, 2024
Trustee Says Schwab Is Hoarding His Father's Money: LawsuitThe trustee accuses Schwab of fraud and other violations for refusing to liquidate the account.
May 07, 2024
IRS Adds Generation-Skipping Transfer Deadline Relief After 16 YearsAbout 45 million U.S. residents have died since the estate planning regulations appeared.
May 07, 2024
What the New FDIC Limits on Trusts Mean for AdvisorsA new rule caps what the FDIC will insure in a trust account.