Estate planning

The court ruling largely wiped out the widow’s portion of a Dallas jury’s $8 billion verdict against the bank for mismanaging the family estate.

Clients making arrangements for family caregivers need to communicate their plans to other relatives to avoid squabbles down the road.

Mapping out their cash flow and identifying existing and potential problem areas are good places to start.

Children are immature with money, so one advisor factors that into his approach by doling out the wealth in phases.

These planners, who have been honored with the Pro Bono Award, model ways advisors can help people in need.

Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?

Rich clients, low trust: Here’s how financial advisors can help them warm up faster.

Only about a third of advisors have an asset-transfer plan in place, according to research.

The program will give CPAs a new way to gain the institute's PFS credential — as well as provide other educational opportunities for non-CPAs.