Estate Planning

Women have dramatically increased philanthropic spending and investing in female entrepreneurs, says a UBS survey of 1,400 clients.

Consolidating IRAs could be a mistake if the deceased spouse was much younger than the surviving spouse, says this advisor.

When there is no will in place, all hell tends to break loose. Three reasons may be why your clients have avoided establishing estate plans.

These four oversights may not only be frustrating, but also expensive, for heirs, say J.P. Morgan wealth managers.

Ten tips to help clients “put their affairs in order” from our columnist who lightens up this grim task. (By Bryce Sanders)

Trustees face many challenges, depending on how a trust works. Advisors face two additional risks. (By Dennis Channer and William C. Waller Jr.)

Help them protect beneficiaries from wasting their windfall or losing it to ex-spouses. (By Matthew Guanci)

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)