When the tax landscape is unclear, flexibility can be important. For investors with irrevocable trusts, some states give trustees more flexibility with decanting.
Most estates may fall within the exemption level from federal estate taxes but investors still need to plan for the orderly transfer of wealth.
Year-end can be a critical time for investors who want to take advantage of certain gift- and estate-planning strategies.
The death of music superstar Prince underscores the need for investors to prepare an estate plan.
Advisors across the country offer ideas for connecting with the next generation.
Planning topics to engage the next generation