Estate planning

“Chase promised so many things and they didn’t keep those promises,” the juror said of the firm.

Many clients want to leave an impact after they’re gone but don’t know how to go about it. Here’s how to approach the uncomfortable conversations.

Only 17 states permit these trusts, which can play an important role in planning for income taxes and estate taxes.

Pet owners are seeking guidance on funding alternatives, drafting detailed pet-care instructions and leaving significant sums of money that can run into the millions of dollars.

Clients still have a few weeks to make deductible contributions to various retirement accounts, as well as health savings accounts, to reduce their 2017 tax liabilities.

People affected by autism are underserved by the wealth management industry. Here’s how one advisor set out to change that.

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.

Global banks including UBS and Barclays have been expanding teams that serve some of their richest clients.

It’s a pretty safe bet that all those in the rarefied strata hold at least some municipal bonds.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

The decentralized and unregulated nature of bitcoin makes it difficult to appoint an heir.

The law has numerous income tax consequences for individuals and businesses.

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.

The estate of Michael Jackson looks to have escaped a possibly hefty penalty for allegedly undervaluing the late singer’s assets.

The uncertain tax and legislative environment means that year-end tax planning is more important than usual. To help clients and businesses prepare for filing season, here are helpful tips.

They have become increasingly attractive as real estate prices climb.

The bank criticized the jury for "accepting to the penny" the family's legal team's invitation to award the $8 billion without doing any independent analysis.

Planners should help clients navigate complex transactions to ensure risk is mitigated as much as possible.

The federal exemption does not cancel out key planning matters affecting everyone at death.