High net worth

Rather than leaving an account to heirs, it may be smarter to designate a charitable remainder trust as the beneficiary.

Many RIA firms are tempted to use new trust companies to avoid losing clients to big banks. Some experts warn against it.

Advisors now have extraordinary tax-advantaged estate plan possibilities for wealthy clients.

Some planners have implemented online capabilities to serve an increasingly tech-hungry public. But how much tech is enough – and does too much get in the way of good planning?

To report a capital loss yet retain a position in the relinquished asset, clients can double up in November and sell the original holding after waiting more than 30 days.

Wealthy families' tangled needs can create a mess of inconsistencies and other problems.

Revised rules mean bypass trusts can be used to improve the overall tax situation of multiple descendants.

Charitable lead annuity trusts have become even more attractive because of a recent U.S. Tax Court ruling.

Tax changes may affect investing ideas about bypass trusts, grantor trusts and other estate planning steps.

Recent tax changes mean that planners may have to rethink the ways they invest clients' assets.

With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change.

For a price, new data-mining services offer access to stunningly detailed personal information on clients and prospects.

It's a reminder that advisors need to ensure their clients don't venture into the muddy waters of the prohibited-transaction rules.

Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions.

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

LinkedIn is a great resource for wealth managers looking to interact with existing clients or find new ones. Here’s a step-by-step overview to help grow your AUM.

Wealthy clients are more likely to be sued, but excess personal liability insurance doesn't have to cost a fortune.

It can be challenging - but enjoyable - advising those who are used to giving advice themselves.

Not all trusts are created equal, especially when it comes to protection in a divorce.

Your clients can have homeowners' insurance that monitors for leaks or fires - and even file claims on their behalf.