Estate planning

Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.

Most fortunes disappear by the time grandchildren have taken control.

Getting them right can be the key to a pain-free succession.

The launch comes as banks and other players in the advisory industry vie for the $30 trillion in wealth that is expected to change hands in next several decades.

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.

Section 1031 of the IRS Code may seem arcane, but using it can be highly beneficial to certain clients.

Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.

Planning is particularly complicated when accounting for stepparents and stepsiblings.

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.

When a tax-deferred account is part of an estate, failure to follow the tax rules correctly can result in a financial disaster.