Estate planning

Gearing up for tax season? Here are two things to consider when planning for your wealthy clients.

Why is inheritance planning so difficult? Fear of exclusion along with existing family dynamics can complicate the process -- and strain relationships.

The firm will offer advisors expanded trust services and support with multi-generational family planning.

The tax and financial advantages of a charitable gift annuity are substantial, but sometimes oversold. Make sure donor clients understand how these annuities work.

Here are the key pieces of paperwork that can help jumpstart estate planning for your younger clients -- or for your clients' adult children.

Donating a conservation easement can be beneficial both to the environment and to a client's tax bill.

With a wider gap in tax rates, moving reported income among family members could have a big payoff. Advisors should consider a few if these strategies.

The tax and financial advantages of a charitable gift annuity are substantial, but sometimes oversold. Make sure donor clients understand how these annuities work.

Jim Casey of Integrated Wealth Management offers attendees of Schwab Impact guidance on navigating the complex and ever-changing landscape of financial planning for same-sex couples.

Tax law changes mean advisors need to consider all the potential outcomes when advising clients on donating required minimum distributions to charity.

How a planner can help keep unequal inheritances from tearing a family apart.

The ignorance factor with 401(k)s; Alternatives to conventional housing in retirement; How bartering can make your retirement better

Without a security plan in place, financial affairs can become a mess if a client dies or becomes incapacitated.

Failure to set up a clear plan may result in children owning the home as tenants-in-common, in equal shares -- typically a recipe for disaster.

Longevity is the X-factor in retirement planning; How working in retirement impacts Social Security; Live a little, your kids will make their own money

What you need to know about IRAs and trusts; The easy solution to our retirement savings crisis; Prepare to retire with a gift annuity

Naming a spouse as the IRA beneficiary is often the default choice and has several advantages. However, other concerns might outweigh the benefits of a spousal rollover.

Families that have advisors are far more likely to have a college savings plan in place, Fidelity study finds.

By using income tax bracket arbitrage, some clients’ families will do better if the tax is paid sooner rather than later.

Merrill Lynch's expanding financial boot camp deepens relationships by helping wealthy clients ensure that the family fortune lasts beyond this generation and the next.