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
Carson Group Integrates With Envestnet | MoneyGuide
By Jeff BermanAdvisors affiliated with Carson Group will soon have access to the full suite of Envestnet | MoneyGuide solutions, the companies say.
September 29, 2021
House Nears Vote on Halving Estate Tax Exemption in 2022The provision is now part of H.R. 5376, which could come to the House floor this week.
September 28, 2021
'An Estate Tax Every Year': Ed Slott Blasts Plan to Tax Billionaire Wealth GainsA proposal to tax billionaires' unrealized capital gains has Biden's support, but it would be impractical to implement, Slott says.
September 28, 2021
Richest Americans Use This Trust to Avoid Estate Taxes: ProPublicaLaurene Powell Jobs, Charles Koch, Michael Bloomberg and other members of the top 0.1% have relied on grantor retained annuity trusts.
September 27, 2021
Long-Term Care Planning: What Advisors Should KnowPhysician and advisor Carolyn McClanahan outlined how advisors can help with long-term care decisions.
September 16, 2021
10 Tax Changes Advisors Need to Know in House Democrats' PlanAlthough the plan faces congressional hurdles, advisors and clients should start making crucial decisions now, Jeffrey Levine says.
September 13, 2021
Capital Gains Tax Rate Set at 25% in House Democrats' PlanThe plan is short of what Biden had proposed and leaves intact the step-up in basis for assets at death.
September 09, 2021
Jamie Hopkins' 10 Tips for Estate Planning Amid Legislative UnknownsFollowing a reliable process can help advisors pivot if estate taxes rise or the step-up in basis is scaled back, Hopkins says.