The subject of workplace water-cooler conversations could become increasingly financial in nature. That’s because, when it comes to retirement planning, employees with 401(k)s and other defined contribution plans want more financial planning...

When so-called relationship managers (read sophisticated financial planners) leave a firm, so do some of their biggest clients. So it’s obviously in the interest of the private banking and wealth management firms that employ them to make...

A recent ruling by the Securities and Exchange Commission has made it easier for private foundations organized as not-for-profit corporations with at least $5 million in investments to access the world of alternative investments. Previously, that...

Estate planners have new opportunities to save taxes for their clients using deathbed planning techniques in states that have decoupled their estate taxes from the federal estate tax. Before the Economic Growth and Tax Relief Reconciliation Act of...

There are a number of smart strategies you can use to help your small business clients pass their business assets on to heirs.

The same behavior that made “small” business owners wealthy—a yen for risk, strong self-confidence—are NOT the same ones that will keep them wealthy in retirement

Medicare may be the last resort, but you still need to know how it works, and get familiar with private insurance options as well as less traditional strategies for payment.

Trusts & Estates is pleased to announce the formation of a new editorial advisory board committee on valuations. We are honored to have these experts to serve: Radd L. Riebe (chair) Riebe is a managing director in the Valuation & Financial...

If you provide estate-planning services to wealthy aging clients, there’s one detail you might not want to overlook—because many of your clients probably have. Although most wealthy Americans plan to leave their money to their children...