Estate planning

From fielding self-harm threats to handling family estate feuds, here's how an advisor can productively intervene with ultrawealthy families.

The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.

Around one-fifth of Americans identify as Hispanic. Experts shared tips on how advisors can engage with their growing pool of wealth.

The irrevocable instrument has gained popularity among couples but should not be entered into lightly.

Younger investors are much more interested than older investors in charitable planning services, a Fidelity report found — and advisors should take note.

A new report by fintech company Vanilla found what drives clients of all wealth levels, including the wealthiest, when planning their last wishes.

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.

August is Make a Will Month, and clients drafting wills can get quite specific. Here's a few interesting things experts are seeing in wills.

Advisors who want to close the racial wealth gap must encourage Black and Hispanic clients to have estate plans, a new research brief says.

Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.