Estate planning

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.

The first step is to account for any obligations or costs, an expert says.

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Details matter, explains an expert, like where their boat is docked.

Most Republicans support killing the estate tax as part of a tax overhaul, but doing so could have dire consequences.

Advisors must be prepared with tax and planning strategies to help when clients fall ill.

Not tapping tax-deferred retirement accounts until the age of 70 1/2 can be a wrong move, as required minimum distributions can be big enough to push retirees to a higher tax bracket.

Ensuring that a client's windfall today lasts longer than just tomorrow takes more than financial acumen, experts say.

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.