Estate planning

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them

The Microsoft co-founder had no direct inheritors to his wealth, but other family members and potential investors are seeking a portion of his holdings.

While tax reform has been a mixed bag for muni bonds, a few factors working in their favor include constrained supply this year, as well as historically low defaults.

Instead of the client’s grown children getting a preset amount at, say, age 25, the decision is strictly at the trustee's discretion.

Those concerned about financial shortfalls in old age may want to consider selling their whole life policy. Here's how advisors can help.

Some senior clients might consider buying a quality supplemental insurance plan, according to a Morningstar expert.

Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.

Digital assets are an increasingly important, yet overlooked, part of a client’s profile.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

Even if the financial aspect of planning is “supremely easy,” the emotional side can be draining — and even lead to unexpected advice.

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

Close relationships are part of what makes the profession special, one advisor has found.

Can you live up to your own guidance?

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.

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.