With sweeping retirement legislation garnering massive support in Congress, concerns about the future of the stretch IRA have resurfaced.
Individuals can choose to make a gift while they are living, or include it in their estate plan for distribution upon death.
Estate planning remains important for investors despite changes under the new tax law.
The path to achieve many financial goals, such as estate planning, may present specific challenges for LGBT couples, particularly those who are not married.
Recent tax reform resulted in changes that allow families to save more in ABLE Accounts for the care of a child with disabilities.
Seniors age 70½ and older may benefit from a unique provision of individual retirement accounts (IRAs) when considering gifting strategies.
Some large estates will owe estate taxes this year and there is a valuable tax deduction that is often overlooked.
When children inherit wealth from their parents, they may seek guidance elsewhere if they do not have a relationship with their parents’ advisor.