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.
Tag: Estate Planning
Preparing heirs before a loved one passes
Individuals may want to prepare heirs with a final planning guide before a loved one passes away.
How the expiring TCJA may impact taxes in the future
Most provisions of the TCJA will expire in 2025 but taxpayers still have time to plan ahead for potential higher taxes.
Ten income and estate tax planning ideas for 2023
Looking at the year ahead, individuals may want to explore opportunities to save more, reduce taxes, or revise their tax planning strategies.
Important estate planning moves before year-end
Estate planning is an important part of year-end planning as taxpayers seek to manage the distribution of assets as and meet any state tax requirements.
Don’t leave digital assets behind in the cloud
When estate planning, people often focus on tangible possessions and may leave valuable digital assets behind.
Top tax questions from advisors as policy debate continues
Here are the top tax questions from advisors attending our recent webcast.
House tax proposal would upend grantor trusts
The recent House tax proposal would upend grantor trusts and make planning more difficult for those transferring wealth to heirs
Create a checklist to stay ahead of emergencies
Families can benefit from being prepared in case of an emergency or sudden loss by creating a short-term plan with a checklist of what needs to get done.
A financial plan can help LGBTQIA+ investors overcome challenges
Despite progress on marriage equality and workplace protections, some in the LGBTQIA+ community face challenges around finances and other legal issues.