Trust That These Trusts Have Value in a Higher Rate Environment
By Jeff GettyBill Gates, Warren Buffett and the Waltons have used this type of arrangement, and your UHNW clients can, too.
June 13, 2025
Supreme Court Favors IRS Over Tax CourtThe ruling may reduce the ability of taxpayers to get cash back from the IRS quickly.
June 10, 2025
12 States With the Highest Average Estate Tax PaymentsIn these states, high-net-worth people who died shared plenty of their wealth with the IRS.
June 03, 2025
Symetra and Pacific Life Sued Over Annuity Beneficiary ChangesA woman says the moves reduced her death benefits and led to unnecessary taxes.
May 20, 2025
IRS Posts Ruling on Individual Retirement AnnuityThe ruling resembles other IRS rulings on IRAs that pass from a deceased spouse to a surviving spouse.
May 05, 2025
LPL Taps eMoney’s WealthVision Planning SoftwareThe tool helps advisors go beyond investment management to integrate advice on estate, tax, retirement and insurance.
April 14, 2025
Wealth.com Integrates eMoney DataThe collaboration aims to help advisors deliver more accurate and timely estate planning advice.
April 02, 2025
Senate Unveils Plan to Fast-Track Tax Cuts, Debt Ceiling HikeIt includes a $4 trillion extension of Trump’s tax cuts and $1.5 trillion in other levy reductions.