Estate planning

A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up in basis with an "upstream" gift.

A new estate planning solution from Carefull, a financial services platform for seniors and their families, seeks to automatically sync important financial information for estate planning.

Experts say that families often get caught off guard by their loved ones' cognitive decline and it's a crucial component of planning that is frequently left undiscussed.

Side products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels.

Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.

Lack of communication can breed conflict, but offering an outside perspective can smooth over family conflicts.

To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.

While the advantages to the parents often receive the most attention, a summer job could pay literal dividends to the children, experts say.

Wealth.com has built a client roster of more than 1,000 wealth management firms and several big-name backers. Now it's launching a yearly industry event.

Jane Buffett claimed in a court filing Tuesday that she's been told by her co-trustee that she's to receive less than $2 million annually,

Upgraded features include AI-driven estate document analysis, a redesigned questionnaire-driven workflow and observations categorized by analysis and guidance, among others.

The Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.

The numbers on fraud, long-term care costs and aging in America are daunting. Here's how financial planners can help clients prepare.

The investment strategy may generate much greater loss harvesting than direct indexing, but backers point out that they work much differently.

For many firms, looming advisor retirements and the need to retain client households through the next generations will create difficult problems.

Adoption of these applications has grown exponentially, but some advisors and attorneys say caution is warranted.

Studies on the "buy, borrow and die" strategy and state-level taxes reveal the complexities involved with extending the Tax Cuts and Jobs Act by the end of 2025.

Lack of communication about estate plans and the reasons behind them is sure to cause static among client families down the line.

Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.

Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.