Estate Planning

Many wealthy families find the simplest solution is to move to a lower-tax state, wealth advisors and tax attorneys say.

Philanthropy remains resilient, with wealth transfer that is putting trillions of dollars into the hands of younger generations.

A tax professor argues for replacing the estate tax with an inheritance tax and reforming the federal income tax code to include investment gains.

With passage of the One Big Beautiful Bill Act in 2025, trusts that were created years ago to shield wealth from onerous federal estate taxes may be unnecessary.

The wealthy aren’t just transferring their money. They’re making the most of tax laws and involving their heirs in estate planning.

The former Berkshire Hathaway CEO’s three children probably will become the most influential philanthropists in the world after their father dies.

A Special Needs Trust requires more precision, more care, and more stewardship than any other piece of an estate plan.

Donating precious metals this year is a smart way to dodge the taxman and do good at the same time.

Financial advisors explain how they help clients protect family wealth from adult children who have become addicted to gambling.

High-net-worth taxpayers who concentrate their philanthropic donations during this tax year can avoid new deduction floors and ceilings that kick in Jan. 1.

Nearly 60 million Americans care for an adult with a complex medical condition or disability.

Who pays for what should be clear to everybody before money matters take a toll on the household. Boundaries are important.

A new report captures how families are navigating their businesses at a time of great wealth transfer.

Kunal Nayyar knows first hand how difficult it can be to share important financial information with far-flung family members.

Money pros offer tips for making sure a sudden windfall doesn’t go to waste—or become a burden.

Implementing GRATS, IDGTs, and swap powers can position portfolios for market rebounds while keeping pace with economic shifts and life events.

The Giving Pledge, which is the subject of a critical report about charitable giving, says the findings are misleading on the initiative’s impact.

Morgan Stanley’s Lindsay Pazdan has a front-row seat to clashes that can come with trusts and estates, and ideas on how to avoid them.

Annuities are often complicated, with confusing fee structures, but certain ones can make sense for a portion of your retirement portfolio.

The extension of sunsetting tax provisions gives the rich more certainty when planning for the future.

Wealth managers see a lot to like in President Donald Trump’s newly passed tax and spending bill, especially for wealthier clients.

Merrill Lynch’s Ryan Moran helps families that span multiple generations have difficult, but important, conversations about inherited wealth.

The singer-songwriter’s wife and business manager are seeking to remove one another as co-trustees.

Estate planning for cryptocurrencies is more complicated because of security precautions.

Individual investors have been slow to enter private markets, but that could change.