Estate planning

Even the best plans can fall apart when clients' emotions get involved.

Owners of McDonald’s outlets often need funds quickly to meet corporate demands for upgrades.

Property can be a savvy investment — and offer significant advantages. But advisers have to know where to look.

Understanding pro-rata rules can ensure that a client only pays their fair share to the government. Plus, these retirement preparations can boost returns and a look at when spending means better planning.

Aging billionaires are expected to transfer approximately $2.1 trillion to their heirs over the next 20 years, according to a new study by UBS and PwC.

Using these all-in-the-family approaches may be a planner's best way to serve clients and stand out, even against robo competitors.

Use these tips for smart giving during the holidays. Plus, avoiding the cost of inherited assets and revisiting W4s.

Advisers sound off on the most difficult challenges their clients have handed them.

Advisers can – and should – do more to help clients guard against messy inheritance fights, an attorney says.

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.