Estate Planning

Bank Advisor Wins Whistleblower Case
The advisor, who worked at U.S. Bank, claimed that he was fired in retaliation for complaining about a co-worker who he felt made unsuitable investments for the advisor's 94-year-old client.
An estate planning tool that is particularly valuable when rates are low is coming under political pressure. Read More »
The ranks of the ultrawealthy are graying, and many are trying to figure out what their legacy will be. Read More »
Financial advice sometimes includes relationship guidance. Here are a few strategies I use when talking to clients about prenuptial agreements. Read More »
In the first few days after the 7.9-magnitude earthquake, Fidelity Charitable grants sent $2M to aid victims; Schwab Charitable grants added another $568,000. Read More »
Adopting the skills of an anthropologist can empower advisors to help wealthy clients mend troubled family relations before it's too late. Read More »
Changes in both demographics and tax laws require a massive rethinking of estate planning strategies. Here are a few of the minefields that planners should avoid. Read More »
The U.S. House voted to repeal the 99-year-old U.S. estate tax amid a partisan clash over whether the government should break up concentrated wealth or make it easier to pass along assets to the next generation. Read More »
While these documents may seem routine, advisors should check whether clients need to revise existing provisions. Here's what to look for. Read More »
The 99-year-old U.S. estate tax would disappear under a bill approved Wednesday by the House Ways and Means Committee. Read More »
With estate-tax exemptions higher than they used to be, other issues (like income tax) may now be more important for some clients. Here are several planning issues that deserve a rethink. Read More »
Trusts, a standard tool in the anti-estate tax arsenal, can range from simple to extremely complex. Here are a few options to work with. Read More »
Gearing up for tax season? Here are two things to consider when planning for your wealthy clients. Read More »
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