Estate planning

End-of-life issues are never more relevant than when you're actually facing them. Whether it's a client or your own family member, proceed with care.

BlackRock Inc.’s Laurence D. Fink, who heads the world’s largest asset manager, said his firm needs to capture a larger share of the deposits that are going into U.S. equity exchange-traded funds.

Northern Trust has appointed 12-year company veteran Laura G. Mandel president of the Northern Trust Co. of Delaware.

Legacy expert attorneys Danielle and Andy Mayoras say the untimely death and shoddy estate planning efforts of renowned artist Thomas Kinkade serve as a prime example of why clients should update their wills on a regular – and sober – basis.

How creative thinking can help advisors with their own retirement strategies.

Mid-octogenarians could be getting a birthday gift from the IRS

Advisors significantly underestimate how many of their wealthy clients contribute regularly to charities and how much they give. This represents a missed opportunity for everyone.

Legacy expert attorneys Danielle and Andy Mayoras say that the inventors of Gore-Tex, the breathable, waterproof fabric used by many outdoorsmen, illustrate why advanced estate planning is critical.

Estateplanning.com provides consumers with information on a range of planning topics such as elderly care, inheritance, asset protection and disability. It features a legal glossary and an interactive search function that allows users to connect with estate planners in their area.

Advisors need to redefine their role when it comes to wealthy families and their heirs.

Anticipated demand for personal trust services has prompted National Financial — the clearing and custody business of Fidelity Investments — to incorporate personal trust services into its broker workstation used by nearly 280 broker-dealer firms.

The new services will include organizational tools to help family members organize vital information, paper files, electronic records and digital passwords.

BNY Mellon hires two more pros in its Tampa office, which has seen double-digit growth since it opened in 2008.

Advisors should encourage their clients to take advantage of current gifting opportunities, now that individuals can give others cash gifts up to $13,000 tax-free.

Legacy expert attorneys Danielle and Andy Mayoras say the saga surrounding the estate of one-time child TV star Gary Coleman provides yet another learning opportunity for advisors and their estate planning clients.

Bank of the West Wealth Management has hired Scott Cripps to oversee the group’s fiduciary responsibilities to affluent and high-net-worth clients.

Legacy expert attorneys Danielle and Andy Mayoras say advisors can point to the bigamy scandal surrounding actress Reese Witherspoon’s family as yet another example of why it’s so important for clients to have their estate planning and legal affairs in order.

Younger members of ultra-wealthy households are grappling with their forebears for a say in wealth planning, and women are concerned about how money affects their relationships.

Industry veteran Steven M. Short will oversee the wealth management offices in the bank’s footprint, which includes about 15 markets across six states.

Legacy expert attorneys Danielle and Andy Mayoras say even the most savvy and successful entrepreneurs are counting on their financial advisors to protect their life’s work and legacy after they’re gone. Are you up to the task?