Estate planning

With proper entity-based planning and tax strategies, risks to HNW assets may be minimized — or avoided entirely.

Experts from Bank of America Private Bank and other wealth firms share top tips on how to help clients and advisors connect with heirs.

Divorce is going up for older couples, who make up the majority of clients in wealth management. Experts from across the industry share how to help.

Client milestones don't take a vacation — and neither does the demand for sound financial advice.

From baseball cards to decoy ducks — how to protect your clients' alternative investments

Schisms among parents, children and siblings are on the rise in the U.S. and must be factored into wills, powers of attorneys and other legal instruments.

There are no tax-free exchanges of artwork, but there are ways to spread out the capital gains tax over many years through the use of trusts.

From securing guardianship rights from hostile family members to ensuring a safe caregiving experience, here's how advisors can help.

Called "Ester," new AI and machine learning can automate tedious tasks traditionally handled by financial analysts and in-house paralegals.

Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.