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
Estate Planning for LGBTQ+ Couples: What to Discuss With Clients
By Rose PalazzoHere are the key considerations LGBTQ+ couples should discuss, whether they are legally married or not.
June 21, 2022
Ed Slott: Secure Act 2.0 Must Fix the 10-Year RuleClarifying the RMD rules would "help more people than everything else combined" in the Secure 2.0 bills, he says.
June 21, 2022
The Secure Act Changed Inherited IRA Rules. What's an Advisor to Do?IRAs may be one of your clients' largest stores of wealth. Here's what to consider for retirement and estate planning.
June 17, 2022
The Great Wealth TransferWealth is moving between generations. How do you transfer the relationships?
June 16, 2022
10 Estate Planning Steps Wealthy Investors Might Be MissingEven the wealthiest often have potentially costly gaps in their estate plans, according to Spectrem Group.
June 07, 2022
13 Questions to Ask Your Clients About PhilanthropyYou can help your clients with their charitable giving, even if you're not an expert. Here's how.
June 07, 2022
Supreme Court Rules on Medicaid Benefits Lien CaseOne question is whether the logic used could affect Medicaid nursing home benefits lien cases.
June 04, 2022
For Businesses That Missed CARES Act Tax Credit Deadline, It's Not Too LateSmall-business owners have up to three years to retroactively claim the employee retention tax credit.