Estate planning

Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.

Some financial advisors and tax professionals with high net worth clients could find big advantages before the expiration of provisions of the Tax Cuts and Jobs Act.

Only about a third of millennials have planned for what happens if they die or are incapacitated. Here's how financial advisors can help.

A planner needn't be an expert on all things estate planning to strengthen client relationships and expand holistic offerings.

The potential expiration of the Tax Cuts and Jobs Act leaves planners and their clients in limbo, but several strategies are in play today, experts said.

The high court heard arguments in a case about a commonly used succession planning tool for closely held businesses that may affect advisors' clients.

A congressional hearing takes aim at an estate planning strategy that relies on the step-up in basis.

Only 27% of Americans have talked to their descendants about their future inheritance. Here's how financial advisors can help.

The revamped Estate Snapshot tool promises to create estate planning documents in minutes rather than days through artificial intelligence.

The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.