Estate planning

Wealthy people in their 80s have the highest average net worth of any age bracket, according to the agency's study.

Married couples should account for the impact of death on the surviving spouse, and factor in the hefty cost of health care.

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.

Certain planning techniques allow estate owners to bequeath vacation homes without triggering hard feelings and large expenses.

Most fortunes disappear by the time grandchildren have taken control.

Getting them right can be the key to a pain-free succession.

The launch comes as banks and other players in the advisory industry vie for the $30 trillion in wealth that is expected to change hands in next several decades.

Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.

Section 1031 of the IRS Code may seem arcane, but using it can be highly beneficial to certain clients.

Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.