Estate planning

Many business owners wind up regretting how they exit from their ownership. That's why experts say financial advisors should ramp up their planning for it.

At the T3 Conference, leaders discussed how showcasing the value of the new tools can help advisors connect with clients.

The dispute highlights how control over assets in increasingly popular DAFs can become contested — and what that could mean for advisors and their clients.

Small oversights when drafting a trust can snowball into major headaches for clients and their heirs. Here's how advisors can help.

A solid sixth man for the Milwaukee Bucks built his family's wealth after his playing days. Here's what financial advisors and investors can learn from his example.

Default assumptions based on nonexistent children can lead to overaccumulation and unnecessarily delayed retirement.

Wealthy parents fear their kids will squander their inheritances. Financial planner Mary Clements Evans solved for that while cementing her firm's future.

With clients expecting more from their estate planning, financial advisors are becoming the go-to source for a plurality of investors, a new survey shows.

In a Q&A interview, Christine Brown explained her plans for the role leading a team of a half dozen specialists assisting Kestra financial advisors.

Many owners of privately held businesses are planning to sell at least part of their interests in the firm in the next five to 10 years, a Raymond James study found.

Financial advisors and their clients have a range of options to consider for traditional IRA holdings — but also a finite deadline.

The epic OBBBA tax law brings glad tidings to most families, but complacency can lead to costs for financial advisors and their clients.

New research highlights a widening planning gap among childfree savers, with lagging estate and long-term care planning exposing unique risks — and opportunities for advisors.

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

When clients die, their children are often left with the uncomfortable job of dealing with what they may see as just junk. That is, unless financial advisors make it a priority to address this topic sooner rather than later.

The integration eliminates the need for a third-party intermediary between the two platforms, allowing for a direct connection between financial planning and tax, estate and insurance data.

Panelists at the ADVISE AI conference said document processing has never been more efficient with the help of AI tools. But that doesn't mean there aren't challenges along the way.

The challenge bedevils many heirs' property owners. Here's why experts say it's such a threat and how financial professionals can help guide families through it.

Prepping clients for natural disasters and climate emergencies should start with coverage and end with estate planning.

The many technical planning questions may be moot until spouses can find common ground on money and wealth in general, CFP Board conference panelists said.