Financial planning

The past year raises a number of questions for the next 12 months.

These policies create an excellent source for the payment of estate and other transfer taxes, as well as the augmentation of family income and wealth after the death of the senior generation.

The Build Back Better bill looks likely to only be considered in January 2022, and that likely in less radical form.

After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.

Your clients’ lives aren’t limited to 9-5.

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.

It’s important to regularly revisit your clients' future with a fresh set of eyes,

Democrats, unable to gain traction on taxes that affect only the ultra wealthy, have turned to trusts as little as $200k.

The Senate Republican leader ridiculed a tax plan targeting the unrealized capital gains of the ultra wealthy as a “harebrained scheme.”

The Social Security Administration said Wednesday that Social Security and Supplemental Security Income benefits will go up 5.9% next year, affecting approximately 70 million Americans.