Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances
Advisors can help clients avoid potential complications
In a client scenario, an advisor fails to plan for an estate’s tax liabilities
Help clients prepare for a serious illness
Despite concerns about saving, only 13% of respondents recently consulted an advisor
Although there are tools to help, financial advisors still say it’s best to maintain updated information
Property transferred to an adult child is presumed to be in trust unless proven it was intended as a gift
Strategic withdrawals allow clients to smooth out their income levels over retirement
Here’s the status of tax proposals that matter to your clients
Agency requires names, addresses and taxpayer information numbers under expanded trust reporting rules
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