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This isn’t a joke. The viewers of this high-end PBS costume drama, which takes place about a century ago, could very likely be your clients’

Accountants and financial advisors may be breathing a sigh of relief that there were no major new tax-law changes this year, but that doesn’t mean

Having enough resources to stop working at some point is on most people’s 2015 financial planning agenda. Still, most Americans have not taken the time

A recent headline in the New York Daily News, pertaining to the death of film director, Mike Nichols, highlighted the misinformation and confusion regarding how

When you mention “gifting” what usually comes to mind is a birthday or Christmas. What I’d like to talk about today is gifting assets to

So what is the No. 1 thing Americans need to do to find success with their money in 2015? They should be looking ahead to

During this festive time of year, dwelling on estate planning may seem like a bit of a downer. Yet the end of the year is

Mention a trust, and the first thing most people think of is a spoiled kid living off an inherited fortune without having worked a single

Up until a few years ago, a common estate-planning technique included the use of irrevocable trusts to own life insurance intended for the payment of

AARP says to head off bickering over your personal possessions, consider supplementing your will with a letter of instruction, an informal document that you can

No one really wants to talk about death. But physical death is inevitable, for everyone. The death of a spouse, family member or close friend

Some advisers are moving low-basis assets out of the trusts by swapping in high-basis assets. For years wealthy investors have used grantor trusts to minimize