Recent Stories From This Author
Recent tax changes mean that planners may have to rethink the ways they invest clients' assets.
New legislation means big changes for estate planning. Here's what you need to consider.
Some advisors already consider it the new Swiss Army knife of financial planning. But how can you use these for your clients?
With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.
This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.
The impact of last week’s tax accord in Congress -- officially known as the American Tax Relief Act of 2012 -- is likely to be far wider and more complex than many have imagined. And many of these complexities will directly impact financial advisors.
Self-settled trusts seem to offer the impossible: They remove assets from an individual's estate while still allowing them to benefit from them.
As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators.
Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions.
To help protect assets and reduce taxes, consider family limited partnerships and family limited liability companies.
If difficult issues within a family are not confronted, even a well-crafted financial plan will fall short.
To deal with a potential decrease in the federal exemptions on estate and gift taxes, planners have vital issues to review with HNW clients.
It can be challenging - but enjoyable - advising those who are used to giving advice themselves.
Not all trusts are created equal, especially when it comes to protection in a divorce.
Although tax laws are more uncertain than ever, waiting to make estate planning moves could be costly.
Celebrities and athletes need tailored estate planning to minimize the risks of being in the spotlight.
Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners.
Four advisors share tips on how to get clients talking about estate planning.
A new chapter of estate planning begins after a client passes on.
Agreements, deeds and leases are not core estate planning tools, but may have unexpected opportunities or traps.