Estate Planning

Advisors help a couple determine how to diversify plus leave assets to children and charity.

Financial planner shares a personal story and four starting strategies. (By Lauren Gadkowski Lindsay)

A trust named as beneficiary makes it easier to divide the pie when not all kids work in the family business. (By Matthew Guanci)

Covering certain topics will help you form deeper relationships with clients and their children, says this wealth advisor.

ABLE accounts are an important financial tool that help employees save and employers recruit. (By Andrea Feirstein)

AICPA’s director of tax policy and advocacy dissects the recent House tax proposal and shares concerns. (By Eileen Reichenberg Sherr)

Advisors should meet with certain clients immediately so they don’t risk losing tax-reduction strategies.(By Kristin Shirahama)

The guardianship has forced Peter Max, 84, into isolation and depleted his earnings by more than $16 million.

Here’s what proposed changes will mean for your clients, says this wealth advisor. (By Michelle Clary)

Trusts don’t teach lessons that are required to maintain and honor wealth, says our columnist. (By Deborah Danger)