Practice

Former engineer Lesley Brey creates a planner's paradise for herself.

Some Americans are giving up their passports to save on taxes.

To help protect assets and reduce taxes, consider family limited partnerships and family limited liability companies.

Its managers acknowledge the trouble in Europe, yet MFS International Value Fund has a large stake in companies on the Continent.

FP's Pro Bono Planners of the Year Awards celebrate the idea that planning is worth sharing.

Financial Planning and the Foundation for Financial Planning recognize life-changing volunteerism with the 2nd annual Pro Bono Planners of the Year Awards.

It's how I usually figure out the next big trend in the planning profession.

End-of-life issues are never more relevant than when you're actually facing them. Whether it's a client or your own family member, proceed with care.

The ranks of the under-30 generation of planners are swelling - and they're ready to make an impact.

A key challenge often is not creating a strategy for a firm, but getting employees to buy in.