If clients have the stomach to stick it out, this is an opportunity to take short-term lemons and make them into long-term gifting lemonade. 

The policy death benefit often doesn’t stay in force automatically; you have to ask for it.

The new business will provide a range of wealth-management services to a16z partners and the executives of its portfolio companies

Tax professionals can help protect their clients by watching out for these items.

Estate planning tech startup Trustate thinks it has the answer.

Only two potential heirs are left in the probate dispute.

Firms that don’t embrace technological solutions to track, analyze and assess risk across asset classes and geographies will be hard-pressed to stay relevant.

Like any financial windfall, the jumbo Mega Millions prize will be subject to taxes.

What advisors can learn from the reasons this client lost his term rider.

The billionaires’ minimum income tax would require those worth more than $100 million to pay a minimum of 20% on their capital gains each year, regardless of whether they sold assets for a profit or continue to hold them.