Updated Monday, August 31, 2015 as of 6:49 AM ET

Bank Advisor Wins Whistleblower Case

Grab a GRAT Before It’s Too Late

Big Problem for Billionaire Clients: Who Gets the Family Business?

Talking Prenups With Clients: 6 Tips

Donor-Advised Funds Drive Millions to Nepal Relief

Help Rich Clients Avoid Family Feuds

9 Estate Planning Pitfalls to Avoid

Parties Clash on Wealth Amid House Vote to Kill Estate Tax

Do Powers of Attorney Need New Gifting Rules?

Wealthiest Win as U.S. House Panel Advances Estate-Tax Repeal

Estate Planning Tips: Before & After Client's Death

Which Trust to Use?

HNW Tax Planning Strategies

Blood Battles: Inheritance Planning

Cetera Ramps Up Trust Services Support to Banks, Credit Unions

Spreading Income Between Relatives

New Planning Wrinkles for Same-Sex Couples

Get the Most Benefit From Charitable Rollovers

Family Drama: 'But She Got More!'

Planning Tips for Singles: Retirement Scan

More to Estate Planning Than Just the Will: Retirement Scan

What the IRS Rules Mean For Your Retirement Account: Retirement Scan

Advisors on the Move: UBS Lures a $2B Mega Team
The August Issue is now online!


Industry Events

September 30, 2015 | Hilton Niagra Falls, Niagra Falls, On.

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

November 12, 2015 | Salt Lake City, Utah

February 10, 2016 | Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.

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