Nathan J. Greene suggests how you can help family offices consider their responsibilities.

Martin E. Lybecker, Domingo P. Such and Stephen A. Keen suggest how engagement letters may help steer clear of such issues.

Amy F. Altman discusses why it's important to ask clients about their funeral arrangements.

Advisors are telling clients to stay the course after Trump's win, RBC Wealth Management partners with MoneyGuidePro and Apex Clearing adds Smartleaf rebalancing technology.

Wealth Management asked several industry leaders: “What do you view as the key developments that affected plan consultants in 2016?”

Advisors can help plan for needed early withdrawals and penalty protection .

Misunderstandings concerning the requirements of IRC Section 1043

Notice 2017-15 clarifies applicable exclusion amount and GST issues