Estate planning

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.

Clients who own a business may be eligible for a 20% deduction as a result of tax overhaul. For those who don’t qualify, there are other savvy strategies

The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.

When his dad passed away, my client would have to probate 60 different stocks and a New York property, plus handle charitable contributions. At the same time, 13 grandchildren would breathe down his neck for their inherited shares.

Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.

Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.

Do your clients have their ducks in a row?

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.