Estate Planning

Lisa Marie Presley’s Trust Disputed

Her mother, Priscilla Presley, wants a 2016 amendment deemed invalid that would result in Lisa Marie's daughter Riley becoming trustee.

Alone with Alzheimer’s

Dementia can feel very isolating. These steps and resources can make moving forward less daunting.

These Trusts May Become Belles of the Ball

Rising interest rates make these wallflowers very attractive, says our columnist. (By Keith Grissom)

What’s So Special about Special-Needs Planning?

Families need guidance to plan for when they’ll no longer be there to care for a child or other relative with a disability.

Five Potential Hazards for Trustees

“Trust administration can be a minefield of malpractice for the unsuspecting trustee,” say our columnists who discuss some of the risks. (Dennis Channer and William Waller Jr.)

Epstein Estate Settles Claim Involving Phony Financial Advisory Firm

It has agreed to pay millions to settle claims Epstein used the U.S. Virgin Islands for sex trafficking masquerading as a financial advisory firm.

POAs and Cognitive Decline: Tips for Contingency Planning

Financial advisors have various tools to help clients address cognitive decline before it’s too late.

Where There’s a Will, There Can Be a War

Unequal inheritances can destroy family ties. Parents who explain their thinking may minimize sibling fighting.

Donald Trump Defeats Niece in Inheritance Lawsuit

Mary Trump intends to appeal and maintains the 2001 settlement she signed involving an inherited real estate portfolio should be reopened.

Can a Special-Needs Child Live Forever at Home?

Don’t make an assumption, make a plan. It’s a big asset and the child often needs support to continue living there.(By Kristin Carleton)  

Men and Retirement: A New Approach

One way advisors can help HNW men find meaning when they retire is by helping them see the power of estate planning. (Kimberly Foss)

DNA Tests Reveal Close Family of Advisors, Clients

As newfound relatives become more common, family dynamics and estate plans shift. 

Latest News

Veterans of 2011 U.S. Debt-Ceiling Fight See Tougher Battle Ahead

A showdown is coming that threatens to throw the global economy into turmoil.

U.S. Signs Record Number for Obamacare

More than 16 million Americans signed up for 2023, a jump of more than 12% over 2022 and the highest since the ACA was signed 13 years ago.

Lisa Marie Presley’s Trust Disputed

Her mother, Priscilla Presley, wants a 2016 amendment deemed invalid that would result in Lisa Marie's daughter Riley becoming trustee.

Why Inflation Might Be Harder on Rural Clients

The problem with the U.S. inflation rate is that ignores a sizable chunk of the country — rural America, say two researchers.

U.S. States Challenge Biden Rule on ESG Investing

A coalition of 25 U.S. states filed a lawsuit seeking to strike down a Biden administration rule allowing retirement plans to consider ESG factors.

One Product Powers Annuity Sales to New Records

Total annuity sales surged to $310.6 billion last year, a 22% increase from 2021 results and 17% higher than the record set in 2008.