Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
4 Ways to Help Trust Beneficiaries Feel Trusted
By Jill ShipleyTrust fund guardrails can, over time, lead to unintended predicaments for inheritors and their families.
December 11, 2023
This Overlooked Secure Act Change Makes Roth 401(k)s More AttractiveThe law removed the lifetime RMD requirements from these accounts starting in 2024.
November 20, 2023
Estate Planning: 5 Seasonal Thoughts on Clients' MindsAs clients celebrate the holidays with family, there's ample time to have important conversations.
November 13, 2023
Helping Business Owners Get the Most Out of Estate PlanningAdvisors can guide clients to ensure that they maximize the value of their business for themselves and heirs.
September 28, 2023
Senate Republican Calls for Tightening Net Investment Income Tax RulesRick Scott used the issue to take a swipe at the Biden family's income taxes.
August 22, 2023
This Trust Can Reduce Estate Taxes, Protect Hard-to-Sell AssetsBusiness-owner clients might benefit from this estate planning tool, EP Wealth Advisors' Jennifer Li says.
August 17, 2023
California Closes State-Tax Loophole for Some TrustsClients who have established non-grantor trusts in tax-friendly states should be aware of this new law.
July 24, 2023
6 New IRS Guidelines Advisors Should KnowDigital assets, RMDs, and HSAs are just a few of the topics addressed so far in 2023.