Year-end can be a critical time for investors who want to take advantage of certain gift- and estate-planning strategies.
The death of music superstar Prince underscores the need for investors to prepare an estate plan.
Advisors across the country offer ideas for connecting with the next generation.
Planning topics to engage the next generation
Wealth transfer creates opportunity for advice
Estate planning priorities have shifted with the changes in the federal rules.
Some strategies can be more attractive in a low interest rate environment.