Advisors are increasingly adopting specialized programs that offer more flexible scenario analysis and can perform more complex planning for optimization of benefits.

Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultrawealthy and aims to compete with the big private banks.

The court discounted an ILIT’s $6.5 million receivable by a whopping 65%.

Designated beneficiaries may be disregarded in certain situations.

The values of older and new generations are increasingly difficult to reconcile.