Estate planning

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.

Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.

Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.

There's much talk about pursuing the highest end of the high-net-worth market, but there’s an attractive group of potential clients being overlooked.

The stock market typically recovers from bear markets in far less time than most doom-and-gloomers think, says an expert.

Financial planners don’t have to be attorneys to help clients avoid high cost oversights

These are the best and worst places to consider based on total tax burdens.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them

The Microsoft co-founder had no direct inheritors to his wealth, but other family members and potential investors are seeking a portion of his holdings.