In a number of ways, we already know 2025 will be very different from 2024. How can financial advisors prepare their clients for the changes ahead? The simplest answer is to talk to them, though ...

Knowing your client is the foundation for a successful financial plan. Part of that process is to understand the client’s current financial positions, including the amount of money the client (and ...

Financial planners are spending more time discussing supposedly non-financial topics with clients, and they're seeking more training in psychology, according to a new study. Processing Content ...

Revocable living trusts are often the core estate planning vehicle for the basic estate plan. Generally, revocable living trusts are touted as an incredibly versatile estate planning tool, which ...

Financial regulatory changes may seem distant—until they directly impact your wealth. Imagine setting up a limited liability company (LLC) to safeguard your legacy, only to later discover new ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

Understand the fundamentals of financial planning, including goal setting, budgeting, investing and risk management to take control of your financial future Written By Written by Staff Senior Editor, ...

Trusts offer many significant benefits for estate planning, including asset protection and efficient wealth transfer. As the leading authority on tax management and wealth generation, Tom Wheelwright ...