Estate planning

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.

Top wealth planners say they’re seeing increased interest in dynasty trusts as clients look to capitalize on the new tax law.

Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.

The effects are looking like "every other much-hyped tax cut of the past three decades.”

A recent report from Democrats on the Joint Economic Committee says that Social Security is being threatened, and the federal government should consider modernizing and enhancing the program.

A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.

Addressing the subject of mortality can be tough — but advisors can help make the conversation less painful.

Life changes, like a child entering college or changes made to retirement goals, can leave serious gaps in financial plans.