Estate planning

Clients can consider gifting up to $14,000 to as many individuals each year before gift taxes kick in.

When clients have assets in several states, the legal and tax pitfalls in estate planning multiply, says attorney Allen Falke.

Even those with significant health issues may never need to pay for nursing home care.

The advisor, who worked at U.S. Bank, claimed that he was fired in retaliation for complaining about a co-worker who he felt made unsuitable investments for the advisor's 94-year-old client.