Wealth Think

The bequests can actually result in a bigger tax burden for heirs, which is why such transfers may not be the best way to protect wealth.

The hands-on role that planners can play in securing securities-based loans demonstrates their value in a number of ways.

Adding financial advisory services to your practice is a great revenue enhancer that deepens your client relationships.

Putting guaranteed monthly income on retirees' "balance sheets" can help them make smarter decisions about retirement income strategies.

Treasury Inflation-Protected Securities were dismissed by many investors last year because they had a negative real yield. That's no longer the case.

Yes, an industry app-maker argues, if the more a consumer plays the more they benefit.

Allowing for "give" to cover future imponderables protects donors and beneficiaries alike, writes a trusts and estates attorney.

Crypto-world fractures could preview the fate of traditional assets if markets enter phase 2 of a decline in the new year.

Appraisal and eventual sale on the secondary market of a policy no longer needed can make sense for older clients, says an industry expert.

If the program ultimately moves forward, tax professionals should know about the rules when advising their clients.