Estate planning

Though it can be hard to give a up a home, there are significant tax advantages for the ultra-wealthy to move before — or even after — the challenges of old age set in.

Advisors can help clients and their survivors by helping plan out funeral services.

Planners should know about swap powers to help clients realize their tax and asset-protection benefits.

Gifting has long been a favorite strategy in estate planning to reduce taxes, but tax changes in recent years means it might be time to reconsider when it's best to use it.

Many retirees fail to boost savings after their last child leaves the house, and instead go on a spending spree that can last for years; Plus, how to make volatility work for you.

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.

When clients have assets in several states, the legal and tax pitfalls in estate planning multiply, says attorney Allen Falke.

Even those with significant health issues may never need to pay for nursing home care.

The advisor, who worked at U.S. Bank, claimed that he was fired in retaliation for complaining about a co-worker who he felt made unsuitable investments for the advisor's 94-year-old client.

An estate planning tool that is particularly valuable when rates are low is coming under political pressure.