Estate planning

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.

The high court heard arguments in a case about a commonly used succession planning tool for closely held businesses that may affect advisors' clients.

A congressional hearing takes aim at an estate planning strategy that relies on the step-up in basis.