Top tax questions from advisors as policy debate continues
Here are the top tax questions from advisors attending our recent webcast.
Tag: Estate Planning
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.
Ways to drive a 529 plan to its full potential
There are many ways that families saving for college can use a 529 plan to its full potential.
Three estate planning strategies for 2021
Investors may want to consider estate planning strategies as tax provisions impacting federal gift and estate taxes will sunset after 2025.
Key changes for charitable giving in 2020
In 2020, more taxpayers may be able to take tax deductions on their charitable giving as a result of provisions in the CARES Act.
Historically low rates, market conditions open door for GRATs
Lower asset values combined with historically low interest rates may favor certain wealth transfer strategies such as GRATs.
Create a checklist for when a family member passes away
Most families do not want to think about losing a loved one. But creating a checklist for family members may help them navigate a difficult situation.
Strategies to preserve step-up in cost basis under new tax landscape
The focus in estate planning has shifted to income taxes, including strategies for the step-up cost basis, a planning consideration to manage capital gains.