Estate planning

The second annual Private Business Owners Survey by Brown Brothers Harriman found that over one-third of private business owners said their family's values are different from those of the family business.

Financial advisors may have varying levels of familiarity with these areas of services, but experts provided a blueprint on how to focus this key planning discussion.

Cloud-based, password-protected accounts are becoming increasingly important for advisors to discuss with clients during the planning process.

Expertly guiding a client through the divorce process can forge long-term bonds that foster practice growth.

The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.

How do financial advisors work with elder law attorneys or aging life care managers to support your clients?

Tax professionals are calling for changes to the proposal, even though they welcome clarifications they have been waiting on for decades.

New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.

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.