Estate planning

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.

August is Make a Will Month, and clients drafting wills can get quite specific. Here's a few interesting things experts are seeing in wills.

Advisors who want to close the racial wealth gap must encourage Black and Hispanic clients to have estate plans, a new research brief says.

Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.

With proper entity-based planning and tax strategies, risks to HNW assets may be minimized — or avoided entirely.

Experts from Bank of America Private Bank and other wealth firms share top tips on how to help clients and advisors connect with heirs.

Divorce is going up for older couples, who make up the majority of clients in wealth management. Experts from across the industry share how to help.

Client milestones don't take a vacation — and neither does the demand for sound financial advice.

From baseball cards to decoy ducks — how to protect your clients' alternative investments

Schisms among parents, children and siblings are on the rise in the U.S. and must be factored into wills, powers of attorneys and other legal instruments.