Updated Wednesday, April 1, 2015 as of 8:26 PM ET
Wealthiest Win as U.S. House Panel Advances Estate-Tax Repeal
The 99-year-old U.S. estate tax would disappear under a bill approved Wednesday by the House Ways and Means Committee.
More in Estate Planning
With estate-tax exemptions higher than they used to be, other issues (like income tax) may now be more important for some clients. Here are several planning issues that deserve a rethink. more »
Trusts, a standard tool in the anti-estate tax arsenal, can range from simple to extremely complex. Here are a few options to work with. more »
Gearing up for tax season? Here are two things to consider when planning for your wealthy clients. more »
Why is inheritance planning so difficult? Fear of exclusion along with existing family dynamics can complicate the process -- and strain relationships. more »
The firm will offer advisors expanded trust services and support with multi-generational family planning. more »
With a wider gap in tax rates, moving reported income among family members could have a big payoff. Advisors should consider a few if these strategies. more »
Jim Casey of Integrated Wealth Management offers attendees of Schwab Impact guidance on navigating the complex and ever-changing landscape of financial planning for same-sex couples. more »
Tax law changes mean advisors need to consider all the potential outcomes when advising clients on donating required minimum distributions to charity. more »
How a planner can help keep unequal inheritances from tearing a family apart. more »
The ignorance factor with 401(k)s; Alternatives to conventional housing in retirement; How bartering can make your retirement better more »
Longevity is the X-factor in retirement planning; How working in retirement impacts Social Security; Live a little, your kids will make their own money more »
What you need to know about IRAs and trusts; The easy solution to our retirement savings crisis; Prepare to retire with a gift annuity more »
Families that have advisors are far more likely to have a college savings plan in place, Fidelity study finds. more »
Advisors on the Move: Merrill Loses Billion-Dollar Advisor, Lures Teams With $800M
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