Crucial estate planning tools and possible court interventions.

Despite potential tax changes, donor-advised funds remain a go-to tool.

The real-life succession story.

Are all remainder beneficiaries treated as designated beneficiaries?

They've expanded the number of possible portfolio constructions from 15 to 100 quintillion.

The revamped educational platform will feature multimedia content to help advisors become more comfortable with estate planning topics.

How this decision affects insurance product suitability.

Certain 10-year designated and successor beneficiaries get no extension.

The agency continues to ramp up its enforcement efforts.

Navigating the complex terrain of estate settlement can be daunting, even for financial professionals.