Estate planning

With 2025 nearly here, year-end tax strategies including gifting, charitable donations, estate planning, retirement plans and more are on the table.

The adjustments reflect how inflation is slowing down and upcoming changes to the rules based on the Secure 2.0 Act and the Tax Cuts and Jobs Act.

The standalone trusts or provisions within other entities can help clients protect assets. Here's why they may need a nudge to speak with an estate attorney about this.

A recent survey of 280 financial advisors from the online estate platform Trust & Will found that while almost all believed in encouraging estate plans, many had yet to develop their own.

Prenuptial agreements can protect not only the divorcing party but also their parents, children and estate plans.

Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.

The burgeoning "after loss" industry has the potential to differentiate RIAs from the competition as it fills a service gap in advisory practices, writes one of its pioneers.

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.

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.