Estate planning

An advisor finds himself thrust into a role he did not anticipate when his married clients die unexpectedly, leaving two sons who need advice and support.

In some ways, their investments are a microcosm of trends sweeping the wider market.

Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.

Successful firms reveal how they appeal to wealthy prospects — and elite advisors.

Early planning for potential tax hikes is key.

Wealthy clients certainly expect more of their advisors — but technology won't do the job on its own.

"The more objective you can make things, the better it will be," an expert says.

From divorce and death to retirement and discrimination, planners share the lessons they have learned from client challenges.

With accounts now often reaching seven figures, estate planning expert Natalie Choate delved into the complexity of the increasingly important tool.

The tax law overhaul has created planning opportunities.