The reasons that estate plans fail can be grouped into one of two categories.
Yet the overwhelming majority don't have a plan for dealing with such clients, a new report says.
How is the Dow’s rise relevant for estate planning purposes, particularly for married couples?
The legal warning comes two months after the regulator sanctioned five firms for failing to watch the accounts.
Spectrem Group research says most people are not as prepared as they think.
A majority of Americans would use prenups in their marriage if given a second chance, according to a TD Ameritrade survey.
Estate planning for IRAs and other DC plan benefits has changed with the SECURE Act.
Advisors remind clients that annuities are insurance products for income protection over a long life.
The act also altered the rules for inheriting IRAs and other tools for high-net-worth estate planning.
Divorce among older couples is presenting a challenge to estate plans, retirement and wills, says TD Wealth.
They will pay an average tax of just 2.1% on that income, an NYU law professor estimates.
Most investors think they have their finances ready for the end of their lives, says Spectrem Group, but they may not.
Stretch IRAs may be gone, but there are still ways to optimize tax planning for plan beneficiaries.
How the rise in the stock market affects estate planning for married couples.
The potential for higher taxes next year may accelerate deals.
Estate planning for IRAs and other defined-contribution plan benefits has changed with the FCAA.
Planning is critical but it isn’t time to panic, says one advisor.
Drug addiction poses special problems for the wealthy and their children.
Many estate plans were created prior to tax reform, with different exemption numbers.
The attorney star of "Untying the Knot" says divorcing partners need to discuss alimony insurance.