Estate planning

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

Pet owners are seeking guidance on funding alternatives, drafting detailed pet-care instructions and leaving significant sums of money that can run into the millions of dollars.

Clients still have a few weeks to make deductible contributions to various retirement accounts, as well as health savings accounts, to reduce their 2017 tax liabilities.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.

Global banks including UBS and Barclays have been expanding teams that serve some of their richest clients.

It’s a pretty safe bet that all those in the rarefied strata hold at least some municipal bonds.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

The decentralized and unregulated nature of bitcoin makes it difficult to appoint an heir.

The law has numerous income tax consequences for individuals and businesses.