Estate planning

When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them

The Microsoft co-founder had no direct inheritors to his wealth, but other family members and potential investors are seeking a portion of his holdings.

While tax reform has been a mixed bag for muni bonds, a few factors working in their favor include constrained supply this year, as well as historically low defaults.

Instead of the client’s grown children getting a preset amount at, say, age 25, the decision is strictly at the trustee's discretion.

Those concerned about financial shortfalls in old age may want to consider selling their whole life policy. Here's how advisors can help.

Some senior clients might consider buying a quality supplemental insurance plan, according to a Morningstar expert.

Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.

Digital assets are an increasingly important, yet overlooked, part of a client’s profile.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

Even if the financial aspect of planning is “supremely easy,” the emotional side can be draining — and even lead to unexpected advice.