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
3 Estate Planning Strategies for Advisors, Clients and Heirs
By David HaughtonDay of the Dead can serve as a reminder that proper planning removes major burdens from loved ones.
October 23, 2023
Massachusetts Doubles Estate Tax ExemptionYet the state is still "one of the most expensive places to die," Ed Slott says.
October 18, 2023
3 Steps to Helping Clients With TrustsTo maintain family assets across generations, build emotional trust and work with legal trusts when it makes sense.
October 17, 2023
4 Tax and Planning Tips for Retiring AbroadForeign laws can affect expats' retirement income and estate plans in ways they might not expect.
October 13, 2023
Best & Worst Annuity and Life Insurance Providers: J.D. Power, 2023Satisfaction is rising as more clients start using life insurance and annuities for financial planning.
October 03, 2023
7 Trends in Year-End Planning for Wealthy ClientsMany clients need help applying this year's stock gains to their legacy goals, Paulina Mejia says.
September 28, 2023
Schwab Launches Online Inheritance HubThe center aims to help investors handle paperwork digitally and gives them access to dedicated estate professionals.
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.