Estate Planning

Tax-loss harvesting, accelerating capital gains and conversations with estate planners are on his list.

Ensuring values and wishes are fully honored takes extra steps. (By Deborah Danger)

Help them identify and reduce conflict now, before a true emergency. (By John Comer)

Help your client find the right threshold of protection. (By Amanda Shuman)

Even the disciplined savers need advice — and taxes may not be the chief concern. (By DJ Hunt)

Their heirs will be forever grateful that you spared them from endless searches for wills, passwords and other records. (By Deborah Danger)

This could motivate an older spouse to finally join the wealth conversation.

When a plan owner becomes incapacitated, transferring the account is not automatic or easy, an advisor learns. (By Beth V. Walker)

My family's troubling experience with the man appointed to manage my mother's life.

Advisors can play a critical role in keeping legacy and love intact. (By Deborah Danger)

Money

Nearly one-quarter of boomers say they’d use free time to develop a skill or turn a hobby into a side hustle. (By Ravi Kumar)

Longevity

Start long-term-care conversations early so you’re not scrambling to help clients raise cash. (by Molly Prues)

Work Life

Clients in their 50s may fair better with a side hustle instead of another diploma. (By Beth V. Walker)

Advisor Toolbox

Six strategies for advisors to add value during and well beyond tax-filing season. (By Leslie Geller)