Estate Planning

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Much Appreciated


People are giving to charity everything from cars to shares in pro football teams.

Protecting The Ranch

by Eric L. Reiner

These estate-planning strategies may help your clients pass as much as possible to their heirs.

Postnups Gaining In Popularity

by Gail Liberman

But state laws vary, and many agreements haven't been tested in court.


LTC Web Site Serves Advisors A new online resource center provides financial planners and investment advisors with information and generic marketing...

Estate Planning For Noncitizens

by Michael D. Erickson

Avoid costly assumptions based on U.S. income tax principles.

Demand For Trusts Explodes

by Tracey Longo

Advisors ramp up their game to ensure assets stay with them.

Role Reversal

by Bruce W. Fraser

What you can do to prepare your clients to care for elderly parents.

Donating Outside The Box


Advisors find creative ways to boost charitable giving.

Corporate Executives Need Special Treatment

by Hannah Shaw Grove and Russ Alan Prince

Younger than most affluent subsegments, executives need professional assistance with diversification and risk management.

Help Wanted

by Andrew Gluck

Here are two vendors who may make a difference to advisors' bottom line and peace of mind.

The Financially Illiterate Spouse

by Dave J. Drucker

How do you plan for a couple when one spouse won't participate?

Preserving Clients' Life Stories

by Mary Rowland

Financial advisors are in a unique position to help clients preserve their legacies as human beings, as well as their money.


New Firm To Invest In Advisory Businesses The latest entrant into the consolidation game, Private Wealth Management (PWM), opened its doors in...

A Question Of Interest

by James R. Robinson and Stephen B. Wilkins

A recent court decision highlights a potential problem with irrevocable life insurance trusts.

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