Estate Planning

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)

End-of-life planning should be considered an integral part comprehensive financial planning, she says. (By Molly Prues)

New retirees may face major lifestyle changes and difficult family dynamics, triggering poor decision-making that requires intervention.

They may need to sell off some IRA holdings and take other steps, says advisor who read the entire 881-page text. (By John Gehri)

Denver-based Income Laboratory has raised $1.7 million in seed financing from industry executives and investors.

With enrollment and endowments shrinking, colleges need money today, says this CFP and college trustee.