Estate planning

Sure, these trusts are intended to shelter a beneficiary, but a non-grantor one presents numerous tax-liability issues.

Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.

Either a Clinton or Trump presidency could potentially bring changes in estate tax laws, so start preparing now.

The IRS has proposed regulations that could reduce or eliminate valuation discounts for the wealthy by the end of the year.

Planners may be called on to invest assets within a client’s trust, but the ability to do so can vary greatly. What's more, the election outcome could eliminate some trusts altogether.

Many Americans make the mistake of tapping their home value for immediate financial issues instead of using it to help fund their retirement.

An estate-planning process that asks about contaminated property can save heirs from unpleasant surprises.

Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.

A twist on benefits that can help UHNW clients win big estate tax savings and flexibility.

Certain trusts could have saved heirs $100 million or more — and ensured the musician’s money went to the people and causes he chose. Here are just a few of the tools he could have used.