Estate planning

Younger investors are surprisingly eager for financial guidance — even estate planning — from advisors willing to expand their services and worldviews.

The deal values closely held Fisher Investments at $12.75 billion and is part of the founder's estate planning, according to the firm.

A client plans to leave an inheritance only for their biological children, icing out the adopted ones. Is their financial advisor obligated to help — or speak out?

These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.

Here's a smart way to add long-lasting value to your client relationships.

A decision backing the surviving shareholder in a family business could have carried major tax implications to succession plans. Instead, SCOTUS backed the IRS.

The Section 121 exclusion and the step-up in basis are well known to financial advisors and tax professionals, but their clients will need to plan carefully to net the biggest potential savings.

Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.

A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

A homeowner in New York asks how to make sure her apartment goes to her kids after she dies — and not to Medicaid.

State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.

Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.

Few U.S. adults have done any estate planning. Even fewer have done so for their pets. Advisors can help them get started.

Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.

Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.

Only about a third of millennials have planned for what happens if they die or are incapacitated. Here's how financial advisors can help.

A planner needn't be an expert on all things estate planning to strengthen client relationships and expand holistic offerings.

The potential expiration of the Tax Cuts and Jobs Act leaves planners and their clients in limbo, but several strategies are in play today, experts said.