For taxpayers who are relying on their retirement plans on a month-to-month basis for living expenses, the expiration of the suspension won’t be an issue. For those who had extra cash on hand, however, it could provide something of a windfall this tax season.
Estate planning isn’t just about distributing assets — it’s about protecting your clients' legacy, preserving family harmony, and ensuring wealth is transferred with precision, discretion, and control. Two key instruments at the core of that strategy are the Last Will and Testament and the Revocable Trust.
This strategic appointment underscores Envestnet's commitment to deepening its RIA client relationships and providing best-in-class technology, data insights and managed account solutions for RIAs to help scale and grow their practices.