Estate Planning

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Advisors Can Help Parents With 'The (Money) Talk'

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Financial advisors can help create a years-long plan to teach children where their family’s wealth came from, how it supports the family’s values and how it will be sustained.

Don’t Let NextGen Assets Disappear

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Here are some tips from LPL on how advisors can retain management control over the more than $30 trillion in wealth poised to pass to a new generation over the next few decades.

Same-Sex Couples Face The Music: First Comes Love, Then Taxes

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Taxes and other financial issues have been complicated for same-sex couples, but have things become simpler now that the Supreme Court has declared such unions a constitutional right?

Court’s Marriage Ruling Ends Couples’ Tax, Personal-Finance Confusion

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The Supreme Court’s decision to allow same-sex marriage nationwide will remove tax and personal-finance headaches that have bedeviled gay couples.

Republican Rand Paul Wants $2 Trillion Tax Cut With 14.5% Flat Rate

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His plan to overhaul the U.S. tax system calls for a 14.5 percent federal flat tax for consumers and companies, the elimination of almost all deductions and more.

Why Clients Fail At Retirement

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Most reasons are beyond advisors’ control, but they should warn clients of pitfalls.

The Top Prize For Personal Wealth? Business Owners Own It

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Personal wealth is concentrated in the hands of American business owners -- to such a degree few financial advisors can imagine it.

New Accounts For Disabled Have Limitations

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About 5.8 million individuals and families could benefit from the accounts.

Having Kids Late Can Tangle Up Your Finances

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Since 1995, the birth rate for mothers in their late 30s is up 45 percent, and moms are 58 percent more likely to give birth in their early 40s.

Don't Be Too Quick To Drop Life Insurance At Retirement

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Financial planners can be of great value to retirees by helping them make sensible choices about their life insurance, says advisor and columnist Dan Moisand.

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