Tax planning

The revamped Estate Snapshot tool promises to create estate planning documents in minutes rather than days through artificial intelligence.

The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.

Many financial planners have yet to incorporate crucial documents like wills and trusts into their service offerings — a potentially costly mistake, writes the CEO of a wealthtech platform.

As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.

The Internal Revenue Service provided initial guidance to aid employers in establishing pension-linked emergency savings accounts, an outgrowth of the wide-ranging SECURE 2.0 Act of 2022.

From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.

Asking the right questions early on can help a planner identify gaps in an emerging estate plan and uncover opportunities for clients down the road.

Practitioners have always shared advice as part of tax prep, but the future of the field is in proactive, intentional tax advisory services.

From planning for caregiving to helping artists and couples, these five Financial Planning stories from 2023 show how advisors can add value in estate planning.

More working Americans have a health savings account, but many are not using them to their fullest potential.