Trusts and Estates

Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs

Federal Regulation

Using Insurance to Help Wealthy Clients 'Disinherit the IRS'

By Jane Wollman Rusoff
Meet the 'SPY 11' Kids With $250B Riding on Their Lives

August 12, 2019

Meet the 'SPY 11' Kids With $250B Riding on Their Lives
Financial Abuse in Marriage: What Advisors Can Do

August 06, 2019

Financial Abuse in Marriage: What Advisors Can Do
Wealth Holders Don't Discuss Money With Their Heirs

August 06, 2019

Wealth Holders Don't Discuss Money With Their Heirs
Many Suddenly Single Women Are in a 'Financial Fog,' Advisors Say

August 05, 2019

Many Suddenly Single Women Are in a 'Financial Fog,' Advisors Say
How to Advise Clients Planning a Second Marriage

July 26, 2019

How to Advise Clients Planning a Second Marriage
Why the Poverty Rate for Widows Continues to Go Down

July 26, 2019

Why the Poverty Rate for Widows Continues to Go Down
WSJ Editorial on Secure Act's 'Stretch IRA' Provision Sparks Debate

July 18, 2019

WSJ Editorial on Secure Act's 'Stretch IRA' Provision Sparks Debate