Estate planning

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.

From planning for caregiving to helping artists and couples, these five Financial Planning stories from 2023 show how advisors can add value in estate planning.

From estate planning to Medicare advice, financial advisors can offer serious value in the coming year.

They're only 11% of the population, but older baby boomers have accumulated over $14 trillion in additional net worth since the end of 2019.

Writer Rich Lippman spotted a hole in the marketplace: There was no fun take on how to make an estate plan. His new book aims to fill that void.

More working Americans have a health savings account, but many are not using them to their fullest potential.

Trans people come from all walks of life, including the rich. LGTBQ+ experts share how to serve them.

Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays.

The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line.

After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.

From fielding self-harm threats to handling family estate feuds, here's how an advisor can productively intervene with ultrawealthy families.