Estate planning

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.

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

The adjustments reflect how inflation is slowing down and upcoming changes to the rules based on the Secure 2.0 Act and the Tax Cuts and Jobs Act.

The standalone trusts or provisions within other entities can help clients protect assets. Here's why they may need a nudge to speak with an estate attorney about this.

A recent survey of 280 financial advisors from the online estate platform Trust & Will found that while almost all believed in encouraging estate plans, many had yet to develop their own.

Prenuptial agreements can protect not only the divorcing party but also their parents, children and estate plans.

Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.

The burgeoning "after loss" industry has the potential to differentiate RIAs from the competition as it fills a service gap in advisory practices, writes one of its pioneers.

The second annual Private Business Owners Survey by Brown Brothers Harriman found that over one-third of private business owners said their family's values are different from those of the family business.

Financial advisors may have varying levels of familiarity with these areas of services, but experts provided a blueprint on how to focus this key planning discussion.

Cloud-based, password-protected accounts are becoming increasingly important for advisors to discuss with clients during the planning process.