Estate Planning

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

Helping clients organize their estate plans — and lifting this burden — is another way to demonstrate your value. (by Bryce Sanders)

They often get lost in "day-to-day survival” and need your help, says this financial advisor and special-needs mom.

Advisors say relatives may not want or be able to afford real estate bequeathed to them. Here are common pitfalls and how to avoid them.

Once a decedent’s assets are distributed incorrectly, it’s usually too late to do anything about it.

Married couples who establish a joint revocable trust can reap many benefits — including avoiding pandemic backlogs in probate. (By Matthew Guanci)

Whether to invest in a Roth IRA should be based on several factors beyond current and future tax rates. (By Monica Dwyer)

Video messaging helps this firm assure LBGTQ+ clients and prospects that it understands their unique planning needs.

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.