Estate Planning

As $80 trillion transitions over the next two decades through the Great Wealth Transfer, the value of complex assets and bequests will only grow for charities aiming to maximize their impact.

Is it too late to say “Sorry?”

A single-minded strategy of tax avoidance is often not in a client’s best interest.

Proceeds of $19.5 million from life insurance trusts weren’t included in the taxpayer’s estate.

The provisions apply to IRA recipients outside the United States.

The agency is promoting its security PIN tool ahead of tax season.

Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period.

A recent study identifies gender and age as significant influencers in philanthropy.

How a versatile planning tool can benefit clients and advisors alike.