Estate planning

"Many times it’s actually small, systematic behavioral changes in strategies that lead to sustainable, meaningful changes in outcomes," writes Michael Liersch.

Almost nine in 10 estate planners say women clients either lost their jobs, had their salaries cut or left the workforce during the pandemic, a study shows.

"Inheritors are going to get killed" under the White House’s proposal to put the brakes on tax-free intergenerational transfers of wealth.

President Biden releases his annual budget on May 27, a move likely to detail his plans to increase the capital gains tax rate and eliminate a lucrative benefit for inherited estates.

Too many Americans don't understand how these tax-advantaged accounts can help with college savings, writes Andrea Feirstein.

Estate planners are keeping a close eye on the department’s agenda, anticipating the possible revival of several regulatory projects shelved by the Trump administration.

Some advisors say they’re busier than ever in the last weeks of 2020.

The Secure Act’s “RMD hall pass” for surviving beneficiaries requires deft maneuvering to deal with long-term concerns.

While it may seem that there is a high barrier for entry, there are many resources available for advisors who deal with financial services abroad.

The CARES Act will play a critical role, according to Grant Thornton.

Whatever the outcome in November, taxpayers and their advisors should prepare for changes, an expert says.

Depending on the economy and the election, they could be on the chopping block as soon as 2021.

New regulations have altered advice for Social Security, Roth conversions, tax code, estate planning and much more. Financial plans must be crafted with enough flexibility to change with the times.

Gifting embedded loss assets can avoid a step-down in basis and preserve capital losses. Here's how to go about it, under several scenarios.

Here's an at-a-glance guide to the candidates' positions on individual taxes.

Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value

Coronavirus-related distribution provisions can now be returned and there’s a larger pool of recipients eligible for relief. Here’s what advisors need to know

Strategies include utilizing charitable trusts to split benefits between multiple beneficiaries and taking advantage of donor-advised funds.

The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.

There are appealing methods to shift investments “upstream” to aging parents or “downstream” to grown children.