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
13 New Tax Numbers to Know for 2024
By John ManganaroThe newly released updates to brackets, estate exemptions and more reflect another year of persistent inflation.
November 09, 2023
IRS Announces Tax Inflation Adjustments for 2024The Internal Revenue Service just posted standard deductions and other adjustments for 60-plus 2024 tax provisions.
November 07, 2023
Get Clients Ready for 2026 Tax Hikes NowTax liabilities for most Americans will likely rise when much of the Tax Cuts and Jobs Act expires.
November 07, 2023
Average Gen Zer Discusses Family Finances Before They Can Drive: SurveyMeaningful wealth conversations are happening sooner, a Northwestern Mutual survey finds.
November 03, 2023
Without a Plan, Family Wealth Discussions Can Be Stressful: SurveyThe conversations, often spontaneous, can expose generational rifts, Merrill finds.
October 30, 2023
Half of Investors More Worried About 2024 Elections Than Market: SurveyA third of investors think recession will ensue if their favored party loses power, Nationwide finds.
October 30, 2023
3 Estate Planning Strategies for Advisors, Clients and HeirsDay of the Dead can serve as a reminder that proper planning removes major burdens from loved ones.