All Wealth Planning Content

Make the Most of Tax Reform

Wilmington Trust |
Tax Reform

Three themes to maximize your wealth planning potential. Estate tax planning: Take advantage of the higher estate, gift, and generation-skipping transfer (GST) tax exemption—which was nearly doubled under the new tax law. Income tax planning: Take advantage of other state jurisdictions to reduce or mitigate your current (or future) state and local income taxation. Charitable


The State of the States—2017

Sharon Klein |
Wealth Planning

This article reprint was published in the January 2018 edition of Trusts & Estates magazine and provides a comprehensive overview of key state-level planning developments across the U.S. Latest estate and gift tax changes. Planning suggestions in light of new federal tax laws, including drafting and gifting techniques, and opportunities to change otherwise irrevocable trusts. Planning for children


Tax Cuts and Jobs Act of 2017

Tax Reform

What does the passage of the Tax Cuts and Jobs Act mean for high-net-worth taxpayers? These charts review the Tax Cuts and Jobs Act (the Act) as passed by the U.S. Congress December 20, 2017 and signed by President Trump.    Comparing the Act to current law, the charts focus on tax reform proposals most