One of the most common questions we get from clients is whether they should transfer their house to their children. The answer to this question is almost always absolutely not. Many people think that ...

With the tremendous amount of wealth transferring into and out of the United States, more and more CPAs are encountering clients with international ties. Whether it is a U.S. citizen with ...

Helping clients move their wealth from one generation to the next can build loyal clients over multiple generations, says Scott Clemons, chief investment strategist at Brown Brothers Harriman Wealth ...

The dynamics of generational wealth transfer are evolving as financial advisors take part in a trend toward more inclusive discussions involving family members, according to research from Edward Jones ...

Advisors are optimistic about the growth of their firms in 2016, but worry about their aging clients, according to a recent study. Seventy-nine percent of RIAs project continued growth in assets under ...

We have seen an increasing number of clients approach the point where they must start to think about transferring wealth to descendants. In my time working with these clients, I have come to ...

When retirement account owners move funds from one account to another, navigating the complex distribution and tax rules can quickly stimie clients and advisors alike. Yet knowing how to navigate ...

Tax-free direct transfers from IRAs to charity are now especially taxwise because fewer clients can deduct their charitable gifts. The increased standard deduction reduces itemizers from over 30% to ...