Estate planning

The Oracle of Omaha and his longtime friend and business partner Charlie Munger chided wealth managers at their annual event, but offered lessons in life and business.

At EncorEstate Plans, Matt Pistone will lead the tech strategy for fintech that develops estate planning software for financial advisors.

Effective strategies depend on attention to ever-changing laws and to the clients' personal circumstances.

Millennial investors across wealth segments are beginning to work with advisors at a much earlier age than prior generations did, a new Ameriprise study shows. Here's why, and what advisors can do about it.

This tax-code authorized technique allows clients to remove a personal residence from their estate at a significantly reduced gift tax cost.

New technology can speed up advanced planning procedures that used to require hours of manual data entry, according to the advisor and technology entrepreneur.

A new report by UBS found that despite being planners in their investing, high net worth women are behind their male counterparts in estate planning.

Cerulli Associates says in a new study that affluent families need to do a much better job of preparing their heirs to inherit a legacy.

Estate planning experts from Bank of America Private Bank, Citi and Trust & Will shared advice on five common hurdles they see when working with couples.

Gifting assets can be a tricky process, especially for wealthier clients. With Valentine's Day around the corner, here are five tips on getting it right.