Estate planning

Planning is particularly complicated when accounting for stepparents and stepsiblings.

There's no point in waiting on new policy to initiate preparation that is protective and vital, no matter what the ultimate law may be.

When a tax-deferred account is part of an estate, failure to follow the tax rules correctly can result in a financial disaster.

So many terms, so little time. Test yourself using our third installment of our quiz series.

Matrix Wealth Partners, partly owned by Fuld, will complement Matrix Advisors, a consulting firm that Fuld set up after Lehman's 2008 bankruptcy.

Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.

Why advisers should use age-banding to plan for retirees’ spending levels to flex and adjust.

How clients can take advantage of this approach to managing their wealth after death, even if President-elect Trump enacts his proposed reforms. Plus, juicy deductions that come with owning a car and a smart portfolio trick to consider after this year's monster bull market.

Here are the moves advisers can make to serve larger, wealthier and more-profitable clients.

Given how dysfunctional many families are during a crisis, a lack of coordination of agents can sow even more financial confusion, and even conflict.