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Estate planning
Clients should ignore the invitation to the baby boomer pity party
Married couples should account for the impact of death on the surviving spouse, and factor in the hefty cost of health care.
The beauty of trusts for real estate investing clients
For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.
Save clients from tax pitfalls, family strife when passing on that lake cabin
Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.
The 4 keys to preserving wealth through generations
Most fortunes disappear by the time grandchildren have taken control.
Pay attention to buy-sell agreements
Getting them right can be the key to a pain-free succession.
Voices
What Trump's tax proposal really means for businesses, individuals
Catherine Murray
Senior tax analyst
Thomson Reuters Checkpoint
Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.
1031 exchanges increasingly attractive as real estate prices climb
Section 1031 of the IRS Code may seem arcane, but using it can be highly beneficial to certain clients.
The new dynamics of charitable giving
Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.
Pitfalls when advising blended families
Planning is particularly complicated when accounting for stepparents and stepsiblings.
Estate planning when tax laws are uncertain
There's no point in waiting on new policy to initiate preparation that is protective and vital, no matter what the ultimate law may be.
See more Estate planning
