Estate planning

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.

From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.

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.