Estate planning

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.

The estate of Michael Jackson looks to have escaped a possibly hefty penalty for allegedly undervaluing the late singer’s assets.

The uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help clients and businesses prepare for filing season, here are helpful tips.

They have become increasingly attractive as real estate prices climb.

The bank criticized the jury for "accepting to the penny" the family's legal team's invitation to award the $8 billion without doing any independent analysis.

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

The federal exemption does not cancel out key planning matters affecting everyone at death.

The first step is to account for any obligations or costs, an expert says.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.