Estate planning

A revocable living trust is one way to reduce their estate taxes, however the law requires clients to sign the document in the presence of the notary.

The Secure Act eliminated a popular retirement planning feature. Here are strategies to help clients mitigate the tax hit.

Convenience accounts, power of attorney, trusts: The benefits and drawbacks are legion. Here's a guide.

Filing at the wrong age and failing to take advantage of programs like spousal and survivor benefits are just a few common mistakes seniors make.

Why do advisors focus so heavily on planning for a lifestyle change that may never happen?

Advisors can protect clients’ estate planning goals post-Secure Act but the vehicle will have to change.

Many pre-retirees leave the workforce sooner than anticipated as a result of various factors, such as job loss and illness.

The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change.

To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.

In 90% of families, wealth disappears by the end of the third generation.