Estate planning

Art loans function as lines of credit, so clients draw on them and pay them back as they can.

Planners can help savers avoid higher taxes, IRS penalties and Medicare headaches by guiding them through the strict guidelines for the accounts.

Baseball cards, sneakers, cars, antiques and stuffed animals could sell for a lot of money, or such collections could be a time suck and an emotional drain.

Clients have several options to tackle this unpleasant topic, but for advisors, the best time to start the discussion is now.

It's important for advisors to develop a relationship with both spouses from the outset, long before an unexpected death.

Financial advisors who specialize in estate planning say regular clients can learn from these messy celebrity situations.

By blending empathy, pragmatism, prompt action and effective communication, financial planners can have an outsized impact on clients with dementia and their families.

For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.

The decisions indicated that justices will use far stricter scrutiny of government regulations moving forward, and some cases dealt a direct impact right away.

Low-interest debt backed by an asset can be good, but high-interest, unsecured credit cards are not; however, reducing high-interest credit card debt should be prioritized.