Estate Planning

COVID-19 has forced clients and advisors to reexamine potentially antiquated techniques and consider new avenues.

'Families shouldn't have to sell major portions of their businesses or farms after the death of a parent just to afford the 40% estate tax.'

Recent legislation provides for significant changes.

Moneta, a $27 billion RIA headquartered in St. Louis, is the latest firm to bring trust company services in-house; observers say it's unlikely to be a widespread trend.

With the potential for retroactive application of any basis step-up legislation, here are four options to consider when advising clients.

Without any details, how are advisors expected to advise their clients today?

In many, but not all, instances, a trust is a better option than naming an individual.

There are many reasons to shift the beneficial interest of a QTIP trust and its underlying assets during a surviving spouse’s lifetime.

Here are a few of the most common mistakes.

The state will require out-of-state sellers to collect sales tax on tangible personal property