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
5 Planning Strategies to Use if Biden Repeals Stepped-Up Basis
By Melanie WaddellSuch a move would reverse "a century of tax law" and have "far-reaching ramifications," says tax expert Andy Friedman.
June 17, 2021
Envestnet | Yodlee Launches Enhanced Developer Portal: Tech RoundupAlso, Riskalyze and RightCapital deepen their integration.
June 16, 2021
Should Inherited Property Be Taxable at the Owner's Death?Two professors debate President Joe Biden's proposal to make inheriting property a taxable event.
June 11, 2021
Roth IRA Conversions: When Is the Best Time?While now is a good time for many clients to make Roth conversions, individual circumstances are paramount.
June 11, 2021
CBO Estate and Gift Tax Info You (and D.C. Insiders) Should KnowThe agency has prepared a guide for lawmakers and their aides. Here's what it says.
June 08, 2021
10 Tax Facts to Know About Marriage and Blended FamiliesHow marriage, remarriage and divorce can affect your clients' tax, retirement and estate planning.
June 08, 2021
A Reality Check on Biden's Tax, Infrastructure Plans From Schwab's Man in WashingtonSchwab's legislative and regulatory affairs representative, Mike Townsend, discusses how much of Biden's agenda he thinks is achievable.
June 08, 2021
Does Your Client's Estate Plan Need Tax Insurance?While tax insurance is widely used in M&A transactions, it can play a similar role when estate plans veer off track.