Estate planning

The stock market typically recovers from bear markets in far less time than most doom-and-gloomers think, says an expert.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

These are the best and worst places to consider based on total tax burdens.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them

The Microsoft co-founder had no direct inheritors to his wealth, but other family members and potential investors are seeking a portion of his holdings.

While tax reform has been a mixed bag for muni bonds, a few factors working in their favor include constrained supply this year, as well as historically low defaults.

Instead of the client’s grown children getting a preset amount at, say, age 25, the decision is strictly at the trustee's discretion.

Those concerned about financial shortfalls in old age may want to consider selling their whole life policy. Here's how advisors can help.