Estate planning

There are no tax-free exchanges of artwork, but there are ways to spread out the capital gains tax over many years through the use of trusts.

From securing guardianship rights from hostile family members to ensuring a safe caregiving experience, here's how advisors can help.

Called "Ester," new AI and machine learning can automate tedious tasks traditionally handled by financial analysts and in-house paralegals.

Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.

Here's what firms can offer to keep multigenerational families loyal, according to industry experts and Arizent research.

Although wealth management firms want to acquire clients for growth, they're missing a significant segment.

Four estate planning experts, including at Bank of America Private Bank and UBS, offer advice on the unique challenges of working with creative professional clients.

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.