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 ...

Editor’s note: This is part 10 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially ...

basis step-up is considered one of the most powerful and important tools in the estate and tax planning universe. Say an individual owns shares in a company with a fair market value (FMV ...

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 ...

From extending the tax cuts he signed into law in 2017 to ending taxes on tips, overtime pay, Social Security benefits and ...

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions ...

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions ...

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.