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Federal taxes on estates and gifts, long unified, have come to a parting of the ways. Clients may now need to rethink strategies for gifting and for avoiding potential estate tax.
529 plans are more than a tax-savvy college savings vehicle—they can also be used to remove assets from a client's estate in order to eliminate or reduce estate taxes. Here are some of the key issues at stake when considering using 529s as an estate planning tool.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025