Estate planning

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.

A homeowner in New York asks how to make sure her apartment goes to her kids after she dies — and not to Medicaid.

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.

Only 27% of Americans have talked to their descendants about their future inheritance. Here's how financial advisors can help.

The revamped Estate Snapshot tool promises to create estate planning documents in minutes rather than days through artificial intelligence.

The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.

Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.

As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.

From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.

Asking the right questions early on can help a planner identify gaps in an emerging estate plan and uncover opportunities for clients down the road.

The dynamic duo hit the beach at Future Proof 2023 to represent Wealth.com and let advisors know that estate planning doesn't have to be so hard.