Estate Planning

Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.

Trusts and Estates

Should the 'Step Up' in Basis for Inherited Assets Be Limited?

By Robert Bloink | William H. Byrnes
Mallouk: Capital Gains Tax Hike Could 'Devastate' Hedge Funds, Boost DAFs

April 27, 2021

Mallouk: Capital Gains Tax Hike Could 'Devastate' Hedge Funds, Boost DAFs
IRS to Fix Inherited IRA Guidance That Confused Advisors

April 26, 2021

IRS to Fix Inherited IRA Guidance That Confused Advisors
8 Trusts That Can Help Reduce Estate Taxes

April 21, 2021

8 Trusts That Can Help Reduce Estate Taxes
Avoiding an Inherited IRA Tax Time Bomb Under the Secure Act

April 21, 2021

Avoiding an Inherited IRA Tax Time Bomb Under the Secure Act
How 8 Advisors Would Respond to Sanders' Estate Tax Hike: Advisors' Advice

March 30, 2021

How 8 Advisors Would Respond to Sanders' Estate Tax Hike: Advisors' Advice
Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy Clients

February 24, 2021

Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy Clients
Millennial Estate Planning Surges During Pandemic: Survey

February 04, 2021

Millennial Estate Planning Surges During Pandemic: Survey