Estate planning

Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.

The authors of a new study explaining the specific significance of trusts for building Black wealth used the analogy of a beach filled with starfish.

President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.

For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.

The Great Wealth Transfer is on the horizon, but most advisors say they have only limited interactions with the children of clients.

One of the marquee annual events of the wealth management industry, the Technology Tools for Today (T3) Conference is scheduled for March in Dallas.

With trillions of dollars in assets passing to surviving spouses before next-gen heirs, advisors must expand their digital strategy to include women.

Young athletes are raking in as much as several millions of dollars a year, but the nascent legalized pay for student-athletes needs reforms, a new study said.

They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.

The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.

Tribal systems don't always align with federal and state laws when it comes to land ownership, inheritance and what constitutes an asset.

Here are the ways Americans fell behind on their estate planning in 2024 — and how financial advisors can help them catch up.

Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.

Health issues. Death. Politics. Some topics make for uncomfortable conversations, but financial advisors need to have them anyway.

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, two experts tell FP.

The inheritance expected from baby boomers to younger Americans keeps getting bigger. One research group's estimate is already 45% higher than it was three years ago.

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a fit for everyone.

President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.

A new study shows how the estate planning work of financial advisors carries a direct connection to reducing disparities over time.