Estate taxes

A checklist for advisors who have clients looking to launch a new business.

Most fortunes disappear by the time grandchildren have taken control.

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

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.

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.

Tax-wise strategies for charitable contributions can take a 180-degree turn when it comes time to create an estate plan.

Advisers are already prepping clients for sweeping changes coming under President-elect Trump's administration next year.

Some of the most significant financial planning changes advisers should consider when working with same-sex couples.