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
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.
May 07, 2024
Medicare Posts $12B Loss for 2023In 2048, the program might have to cut inpatient benefits to 81% of what was promised.
May 01, 2024
Should Your Client Tap Their Inherited IRA in 2024?IRS' ever-evolving guidance on RMDs under the Secure Act has caused confusion. Here's how to guide beneficiaries.
April 30, 2024
How to Lock In a $14M Estate Tax Exemption Before 2026Families have a range of planning options — and trust limitations — to consider as exclusion amounts change.