If an asset is to qualify for the federal estate tax marital deduction as qualified terminal interest property (QTIP), the decedent's surviving spouse must be entitled to all of the income for life from such asset.1 When an individual retirement...

Help clients prepare to win the longevity sweepstakes

Simple ways to calculate true savings and investing records for education, retirement, and life insurance

Advisors who specialize in helping older clients deal with retirement plan conversions may be able to build an extremely lucrative practice

Advisors can be enormously helpful to clients facing a terminal illness

Much has been made of the poor savings habits of Americans. For the first time since the Depression year of 1933, the nation racked up a negative savings rate in 2005, according to a Commerce Department report

How to help clients who have just retired avoid making three common - and costly - financial mistakes

Providing clients going through a divorce with the right insurance can put spouses in a better frame of mind and business in an advisor's book

It's often necessary or simply desirable to terminate an estate or trust in favor of its beneficiaries. Problems arise when that estate or trust is the beneficiary of an individual retirement account (IRA) and termination should occur before all...

How to help your rich clients confront their top 10 financial risks