Estate planning

A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up in basis with an "upstream" gift.

A new estate planning solution from Carefull, a financial services platform for seniors and their families, seeks to automatically sync important financial information for estate planning.

Experts say that families often get caught off guard by their loved ones' cognitive decline and it's a crucial component of planning that is frequently left undiscussed.

Side products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels.

Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.

Lack of communication can breed conflict, but offering an outside perspective can smooth over family conflicts.

To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.

While the advantages to the parents often receive the most attention, a summer job could pay literal dividends to the children, experts say.

Wealth.com has built a client roster of more than 1,000 wealth management firms and several big-name backers. Now it's launching a yearly industry event.

Jane Buffett claimed in a court filing Tuesday that she's been told by her co-trustee that she's to receive less than $2 million annually,