Estate planning

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.

Along with traditional financial planning, Tushar Kumar includes estate and tax planning services at his firm in order to give clients, especially high net worth ones, a complete picture.

The massive law filled in some important answers for financial advisors and tax pros' many questions coming into the year. Here's a roundup of FP's coverage.

While stock values get the most attention after the Fed cuts rates, they affect trusts, too. Some beneficiaries of entities without flexible distribution provisions could take a big hit.

The music superstar and Kansas City Chiefs football player together would have a vast fortune and are likely to need expert tax and financial planning advice.

Several panels and presentations last week at Future Proof focused on the idea of advisors growing their businesses through offering specialized, family office-style services.

The numbers look gaudy, but potential estate taxes and prohibitions on future strategies make the big retirement accounts much less appealing, two experts said.