The political calculus involved with the details of estate ... of the tax legislation, he said. To bypass the risk of client perceptions that their advisor isn't doing any tax planning at all ...

Gift Your Money While You're Alive … Wisely You might not have to worry about estate tax planning if you simply give away your money while you're alive. As of 2023, the IRS allows individuals to ...

Unfortunately, estate planners have often taken that quote to heart and acted as though estate planning is fundamentally about death and the avoidance of a resulting death tax. To the contrary ...

Map out your family's future and leave a legacy with well-drawn wills, the right types of trusts, and careful estate planning ... grantor’s estate for estate tax purposes, which can offer ...

Estate planning doesn’t just revolve around signing ... and even those pesky tax filings—you have everything stored securely and accessible at your fingertips. No more digging through drawers ...

But tax and retirement planning expert Ed Slott argues that the accounts can be useful in the context of estate planning, too. He’s here to share his perspective. Ed, thanks so much for being here.

Although irrevocable trusts can accomplish both asset protection and tax planning purposes ... go into the trust planning process excited, having many ideas about the estate planning features ...

That said, without proper tax planning, you could lose a significant portion of your profits to taxes. Capital gains taxes, estate taxes, and ordinary income taxes can drastically reduce your ...

The political calculus involved with the details of estate planning next year and beyond may be distracting financial advisors and clients from a larger, simpler conversation, one expert says. On the ...