Estate planning

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.

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.

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.