Estate planning

The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.

Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.

The irrevocable instrument has gained popularity among couples but should not be entered into lightly.

Younger investors are much more interested than older investors in charitable planning services, a Fidelity report found — and advisors should take note.

A new report by fintech company Vanilla found what drives clients of all wealth levels, including the wealthiest, when planning their last wishes.

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.

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.