Estate planning

Successful firms reveal how they appeal to wealthy prospects — and elite advisors.

Early planning for potential tax hikes is key.

Wealthy clients certainly expect more of their advisors — but technology won't do the job on its own.

"The more objective you can make things, the better it will be," an expert says.

From divorce and death to retirement and discrimination, planners share the lessons they have learned from client challenges.

With accounts now often reaching seven figures, estate planning expert Natalie Choate delved into the complexity of the increasingly important tool.

The tax law overhaul has created planning opportunities.

As retirement horizons grow, the rich are less willing to focus on generational wealth transfers.

When it comes to building these relationships, it’s better to start early.

Advisors are ensuring that multibillion dollar estates go exactly where HNW clients want them to go.