Estate planning actions to consider before year-end
As year-end approaches, there are several strategies for investors to consider as they review their tax and estate planning.
As year-end approaches, there are several strategies for investors to consider as they review their tax and estate planning.
This checklist for year-end planning may help advisors identify ways to minimize taxes and other potential benefits.
The SECURE Act 10-year rule set new guidelines for distributing inherited retirement accounts and has impacted retirement planning.
Individuals may want to prepare heirs with a final planning guide before a loved one passes away.
An interfamily loan may be a viable alternative to a current mortgage for family members looking to buy a home.
An asset protection strategy should be part of any financial plan to protect assets from creditors and litigation.
The IRS recently delivered more guidance for heirs on how to handle RMDs with inherited accounts.
The number of unmarried partner households is on the rise and these couple face some unique financial planning challenges.
Although the Treasury Department issued proposed regulations for the new 10-year rule in February 2022, heirs are still waiting for final clarification.
The expiring tax law provides a planning dilemma and opportunity for high-net-worth households concerned about the future of federal estate taxes.