Estate planning

Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.

Why advisers should use age-banding to plan for retirees’ spending levels to flex and adjust.

How clients can take advantage of this approach to managing their wealth after death, even if President-elect Trump enacts his proposed reforms. Plus, juicy deductions that come with owning a car and a smart portfolio trick to consider after this year's monster bull market.

Here are the moves advisers can make to serve larger, wealthier and more-profitable clients.

Given how dysfunctional many families are during a crisis, a lack of coordination of agents can sow even more financial confusion, and even conflict.

High-net-worth clients can be baffled by a number of trust vehicles that minimize the tax liability on IRAs. Here’s how advisers can guide them.

Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to create an estate plan.

Advisers are already prepping clients for sweeping changes coming under President-elect Trump's administration next year.

A unique structure that allows a client some income tax benefits, while also excluding trust assets from an estate.

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.

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