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Estate Planning

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Working Caregivers Struggle To Find Balance, Northwestern Mutual Says

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Workers see lost opportunities and income when they have to take care of a parent or relative.

Boomers Are Thriving On An 'Unprecedented' $9 Trillion Inheritance

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About $36 trillion will flow from one generation to another over the next 30 years, says United Income.

Love Or Money: Which Is More Valuable?

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Advisors can add value for investments in artwork and collectibles, a Morgan Stanley consultant said.

Don't Forget State Taxes When Setting Up Client Trusts

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A recent U.S. Supreme Court ruling underscores the impact state taxes can have on clients' estate planning.

Broker-Dealers Fail Minors On Custodian Accounts, Finra Says

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Firms have allowed custodians on uniform gift accounts to keep making transactions after beneficiaries come of age.

SIFMA, Citing Vanguard, Says Democrats' Wall St. Tax Proposals Will Harm Retirees

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SIFMA warns that taxes proposed by Bernie Sanders and Elizabeth Warren will not raise as much money as expected.

A Prenup Is The Latest Must-Have For Tech Startup Founders In Love

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After the high-profile divorce of Jeff and MacKenzie Bezos, tech mavens are being more careful about love and marriage.

Elder Fraud Starts With Friends And Family

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Family members, friends and other familiar faces are committing up to 81% of elder financial abuse.

Supersized Estate Tax Exemptions Aside, Trusts Still Matter

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A credit-shelter trust is a powerful estate planning tool, said Robert Maloney.

Seniors Lack Awareness Of Common Financial Scams

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Seniors leave themselves open to financial exploitation by handling money matters on their own, AIG found.

For Noncitizen Spouses, Beware Estate And Gift Taxes

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Noncitizen spouses require more nuanced estate planning strategies.

Don’t Delay Developing Your Legacy Plans

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A majority of Americans are failing to take basic estate planning steps, says Edward Jones.

Sorting Out Financial Wreckage When A Breadwinner Suddenly Dies

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Thomas Mann controlled all aspects of his family’s finances until his untimely death at the age of 54.

Epstein Created Trust With $578 Million Days Before Suicide

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By placing all of his assets in a trust, Epstein could shield their distribution from the public.

Castro Proposes Inherited Wealth Tax

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Julian Castro proposed a new inherited wealth tax on heirs receiving more than $2 million in their lifetimes.

Legacy Planning Goes Beyond Money, Strategist Says

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Advisors can help clients assure their passions and goals are transferred, a Hartford Funds executive said.

The Rich Are Tight-Lipped On Family Wealth Decisions

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Two-thirds of wealthy people don’t talk with family members about how they're passing on assets, Bank of America found.

How An Advisor Uses Special-Needs Trusts To Help His Own Family

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The specialized trusts allowed the advisor to ensure future care for his aging father and ailing brother.

Advisor Finds Key To Blended Family's Estate Planning Conundrum

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Advisor Sean Wilson found a way to safeguard the couple's retirement and provide an inheritance for each of their children.

Why The IRA Trust May No Longer Work

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Life insurance replaces IRAs as the better estate planning vehicle.

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