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Experts say there are many reasons some beneficiaries reject assets and big problems if they fail to do so correctly. Here's a guide to avoiding them.
August 18 -
The sprawling new tax law includes a number of provisions that present opportunities for accountants and tax professionals to discuss estate and gift planning.
August 14 -
What was once largely a source of referrals for outside professionals is moving in-house for financial advisors in many cases. Here are some examples.
August 1 -
A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up in basis with an "upstream" gift.
July 28 -
Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.
July 3 -
While the advantages to the parents often receive the most attention, a summer job could pay literal dividends to the children, experts say.
June 16 -
Wealth.com has built a client roster of more than 1,000 wealth management firms and several big-name backers. Now it's launching a yearly industry event.
June 9 -
Senate Republican Leader John Thune has been a vocal critic of the 40% estate tax paid by the wealthiest U.S. individuals when they die.
June 4 -
Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.
April 4 -
Financial advisors and their clients will need to prepare for many possible outcomes by focusing on the key themes around these eight TCJA policy issues.
March 4