Estate planning

The Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.

The numbers on fraud, long-term care costs and aging in America are daunting. Here's how financial planners can help clients prepare.

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

For many firms, looming advisor retirements and the need to retain client households through the next generations will create difficult problems.

Adoption of these applications has grown exponentially, but some advisors and attorneys say caution is warranted.

Studies on the "buy, borrow and die" strategy and state-level taxes reveal the complexities involved with extending the Tax Cuts and Jobs Act by the end of 2025.

Lack of communication about estate plans and the reasons behind them is sure to cause static among client families down the line.

Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.