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Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.
March 29 -
The CEO of The Williams Group breaks down the many complicated factors involved with discussing generational wealth transfers.
February 9 -
Build Back Better legislation contains provisions that, collectively, would cause seismic changes in the estate planning world.
December 8 -
Many proposals for tax hikes on the wealthy haven't materialized, leaving investors with trusts, gifts or sales that might now seem hasty — or not.
December 2 -
Just 1,275 families paid $9.3 billion in estate tax in 2020, down from $20 billion from nearly 5,500 families in 2018.
November 18 -
Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.
November 16 -
Good luck getting in to see an estate planner if you don’t already have one. Cross your fingers if you do.
October 12 -
Policies held in grantor trusts would be subject to estate tax under Democrats’ plan, the latest blow to wealth management for the affluent.
October 4 -
The use of a SLAT to eliminate the risk of changes in the estate and gift tax system can help separate legacy assets from lifetime assets.
September 30Johnson Financial Group -
The agency will consider whether to require affluent taxpayers to pay tax on transfers to trusts made under higher exemptions that expire come 2026.
September 21