Donald Jay Korn

Sometimes, crunching the numbers shows surprising results. Here’s how advisors can evaluate the tradeoffs of relocating to regions with lower taxes.

Clients invested in bond funds may soon be in for a rude awakening. Here’s how advisors can explain the risk.

After stellar performance in a hectic decade, advisors home in on these funds.

The strategy could provide lifelong cash flow by trimming longevity risk.

Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.

The strategy delivers good returns while addressing clients’ fears, if executed properly.

Here’s how advisors are replacing traditional methods.

Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.

Planning may help high-income seniors avoid paying up to four times the going rate for Part B and Part D coverage.

Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.

The accounting method can deliver attractive savings, along with protecting nature or farmland.

Sometimes clients lack substantial portfolios. If that’s the case, planners can tread other paths to reach fair compensation.

High-value targets include client names and account numbers. Protecting the information can also protect an advisory practice from regulatory penalties.

This approach to planning remains a strong way advisers can add value for clients.

This approach to planning remains a strong way advisers can add value for clients.

Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to create an estate plan.

The size of the firm may dictate what will work for advisers and employees.

The size of the firm may dictate what will work for advisers and employees.

An astute arrangement can protect advisers, their loved ones, clients and employees.

An astute arrangement can protect advisers, their loved ones, clients and employees.