Estate Planning

Displaying 28 results

Topic

Estate tax strategies heading into the election

A new administration could mean estate tax changes happen sooner than expected

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401(k) plans should allow cross selling: Report

Hearts & Wallets report finds participants want advice that their employer-sponsored plans simply can't provide

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A better alternative to withdrawal rights in trusts for children

Such rights can undermine protection from creditors, which is an important benefit of leaving assets in trust

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Gifting in uncertain markets

In a volatile market, clients can give assets that are undervalued as a result of market instability, but are expected to appreciate in value

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Pass it along

Wealth transfer isn’t just for the well-heeled anymore as business owners and families of wide-ranging income levels embrace the latest strategies to keep intergenerational assets in the family — and out of the hands of the IRS

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Tax planning is a hot topic amid a pandemic and a looming election

Most advisers expect tax rates to go up, but opinions vary on how and when to plan for it

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Crisis can be a catalyst to clarify goals, create sustainable impact

While charitable giving will remain an ongoing need, now is also the time for more robust legacy and generational wealth transfer planning

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Help clients make wise medical choices in light of COVID-19

Encourage your clients to complete or update their advance directives, including living wills and health care powers of attorney

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Rich Americans seize chance to pass on wealth tax-free

Key interest rates set by the IRS for estate planning purposes have never been as low as they are starting this month

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Pandemic highlights importance of estate planning

The current environment may increase clients' interest in establishing estate plans and getting all the necessary documents in place