High net worth

Celebrities and athletes need tailored estate planning to minimize the risks of being in the spotlight.

To ensure estate planning and tax goals are a good fit, owners of unique assets need a risk management process.

For love or money, art as an alternative investment can enhance your clients' portfolios.

Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners.

Clients who serve as trustee of an insurance trust may get more than they bargained for if the life policy is not performing.

A new chapter of estate planning begins after a client passes on.

Even multi-millionaires lose sleep over whether their homes will retain their value and whether they can retire.

Agreements, deeds and leases are not core estate planning tools, but may have unexpected opportunities or traps.

Adding a care manager to your estate planning team can benefit both you and your client.

Under the new tax law, married couples have a $10 million estate-tax exclusion-no planning necessary.

The new gift-tax exemption of $5 million opens the door to lots of gifting strategies, ranging from simple to more complex.

Take a fresh look at your clients' life insurance planning to see if changes are necessary in light of the 2010 Tax Act.

The new tax law has opened a substantial window of opportunity for wealth transfer. Help your clients take advantage of it.

The retail investment arm is launching a new high-net-worth wrap product that allows financial advisers to build, manage and customize portfolios of funds and individually managed accounts.