If your client needs risk management, remind them that the more they have, the more they stand to lose.

Eldad Carin/iStock/Thinkstock A 2014 Vanguard report found that the average 401(k) account registered with Vanguard had $101,650, an 80 percent increase in savings since the market fallout of 2008. But does that number reflect reality? Ignor...

Consider the best effective date

Will New York try to take a final death-tax bite in the estate of Joan Rivers?

Private letter ruling provides opportunity for planners