Estate planning

An advisor finds himself thrust into a role he did not anticipate when his married clients die unexpectedly, leaving two sons who need advice and support.

In some ways, their investments are a microcosm of trends sweeping the wider market.

Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.

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.

Just over half of clients expect it will be harder for the next generation in their family to feel comfortable financially.

Morgan Stanley was dragged into the family spat as father and children fought a tug-of-war over two accounts held at the firm.

To qualify for this feature, clients should have reported a minimum amount for at least 11 years.

About 19% of adults support elderly family members in some way.

The new tools are meant to help advisors manage a growing number of clients in retirement.

One tip for seniors: They should register their My Social Security account as early as they can before other people can create the account.

New financial planning software tool aims to meet the needs of clients with $25 million and up.