#estate planning — FinScans

News 🌐 Macro — 📊 Neutral

PPLI Funding Limits to Drop 10-40% by 2028 Amid New Tax Compliance Rules

September 21, 2026 (7 days ago)

New IRS compliance rates for Section 7702 will significantly tighten PPLI funding capacity by 2028, impacting how high-net-worth individuals structure tax-free asset…

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News 🌐 Macro

Inherited Savings Bonds Trigger Tax Bills Up to $90,000 for Unprepared Heirs

September 20, 2026 (9 days ago)

Heirs inheriting decades-old savings bonds face unexpected tax bills on accrued interest, but strategic planning and executor elections can significantly reduce the…

US10Y Series EE Series I

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News 🌐 Macro — 📊 Neutral

Surviving Spouses May Not Owe $5,300 Medical Debts After Partner's Death

September 19, 2026 (9 days ago)

Receiving a surprise medical bill years after a spouse's death does not automatically mandate payment; survivors should verify legal liability before settling…

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News 📈 Stocks

Ford Dual-Class Share Structure Highlights 90-Year Estate Planning Strategy

September 19, 2026 (10 days ago)

Ford's 90-year-old dual-class share model illustrates how family-controlled firms utilize nonvoting interest transfers to minimize estate tax exposure while retaining corporate governance.

F

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News 📈 Stocks

Simplify Retirement Portfolios With AOR, VYM, and USFR ETFs

September 17, 2026 (11 days ago)

Investors can streamline retirement planning by utilizing a three-ETF strategy—AOR, VYM, and USFR—to balance global growth, dividend income, and cash stability while…

AOR VYM USFR +9

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News 📈 Stocks

Bequeathing Apple and Microsoft Shares Saves Heirs $120,000 in Capital Gains

September 14, 2026 (14 days ago)

Strategic estate planning involving the step-up in basis rule allows heirs to inherit appreciated assets like AAPL and MSFT without the burden…

AAPL MSFT

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News 🌐 Macro — 📊 Neutral

Retirees Risk Losing Hundreds of Thousands Through Poor Asset Placement

September 14, 2026 (14 days ago)

Strategic asset location is essential for wealth preservation, as placing high-growth investments in traditional IRAs forces heirs to pay ordinary income tax…

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News 🌐 Macro — 📊 Neutral

Retirees Risk $120,000 Tax Hit by Spending Roth IRAs Before Traditional

September 12, 2026 (16 days ago)

Spending down Roth IRAs first can cost heirs over $100,000 in taxes due to the SECURE Act's 10-year distribution mandate for inherited…

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News 🌐 Macro — 📊 Neutral

Bargain Home Sales to Children Offer Tax-Efficient Wealth Transfer Strategy

September 11, 2026 (17 days ago)

Utilizing a bargain sale allows parents to transfer home equity to children at a discount, provided they navigate IRS reporting requirements and…

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News ₿ Crypto

Secure Your Bitcoin Legacy: Inheritance Planning for Crypto Advisors

June 25, 2026 (95 days ago)

Bitcoin inheritance planning is essential to prevent permanent loss of digital wealth; this article outlines key steps for advisors to help clients…

BTC