Updated Wednesday, October 1, 2014 as of 8:30 AM ET
More to Estate Planning Than Just the Will: Retirement Scan
Longevity is the X-factor in retirement planning; How working in retirement impacts Social Security; Live a little, your kids will make their own money
More in Estate Planning
What you need to know about IRAs and trusts; The easy solution to our retirement savings crisis; Prepare to retire with a gift annuity more »
Families that have advisors are far more likely to have a college savings plan in place, Fidelity study finds. more »
Merrill Lynch's expanding financial boot camp deepens relationships by helping wealthy clients ensure that the family fortune lasts beyond this generation and the next. more »
Do you have the best or worst 401(k) plan; 7 deadly sins of retirement; How to avert a Casey Kasem-type drama more »
Both parents and their adult children report they are more comfortable talking to a financial advisor than to one another about planning and wealth transfer issues. Use these 7 tips to boost your firm's offering. more »
Successful professional women often have specific concerns when it comes to their estates. Be sure you can help address them. more »
The Federal Housing Administration clamped down further on reverse mortgages, saying it will no longer insure a variant of the product featuring a fixed rate and a line of credit. more »
New rules up the ante on estate planning, making it imperative that planners change their tactics. more »
As advisors work with an increasingly older clientele, it's imperative they arm themselves and their clients with the right documents to prepare for the inevitable. more »
As business owners prepare to sell, advisors have new opportunities for growth. Here's what you need to know. more »
As more people live into their 100s -- and as families in which four or five generations overlap become commonplace -- some core elements of financial planning need to change, says one longevity specialist. more »
Having a long-term horizon for the sale of a business puts the owner in a better position to optimize tax strategies. It's also an opportunity for advisors angling for the investment business a sale will produce. more »
Advisors need to spend more time helping clients plan for long-term care and inheritance allocations before problems arise, says one advisor and author. more »
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