Estate planning

Advisors to the ultra-rich are upgrading strategies for wealth transfer and philanthropic planning.

Close relationships are part of what makes the profession special, one advisor has found.

Can you live up to your own guidance?

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.

The court ruling largely wiped out the widow’s portion of a Dallas jury’s $8 billion verdict against the bank for mismanaging the family estate.

Clients making arrangements for family caregivers need to communicate their plans to other relatives to avoid squabbles down the road.

Mapping out their cash flow and identifying existing and potential problem areas are good places to start.

Children are immature with money, so one advisor factors that into his approach by doling out the wealth in phases.

These planners, who have been honored with the Pro Bono Award, model ways advisors can help people in need.

Much of the latest guidance about setting up trusts is overly simplistic and can do a disservice to clients.