Tax

Potential tax hikes outrank geopolitical conflicts as No. 1 worry for billionaire families, according to new UBS research.

Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.

The top state in the ranking received a total score for financial literacy of 72.46 out of 100.

A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.

Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.

The Internal Revenue Service cautioned consumers to beware of inaccurate advice which prompted thousands of taxpayers to file overblown claims and held up their refunds.

To remain successful in the workforce of the future, advisors will need to adapt and evolve to find new growth and meet clients' needs.

The Internal Revenue Service issued the annual inflation adjustments for health savings accounts in 2025 as prices continue to rise.

As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.

When a small company holds a life insurance policy, estate planning gets complicated — which is why assigning it to an individual or a family may be the better choice.