An estate plan sounds very fancy, but it really doesn’t need to be. It can be a simple proforma liquidity calculation and ...

It’s that time of year when you might be reviewing your investment accounts, which might lead to some thoughts about estate ...

Artists and collectors often face unique challenges in estate planning, including valuation issues, liquidity constraints, ...

Discover how to strategically evaluate investment opportunities and build generational wealth with these six essential steps.

“Having dealt with as many estates as I have, not planning for it does not lead to a great outcome,” says Ms. Tretina-Nelson, ...

New BofA survey report unpacks trends around high-net-worth individuals' trust and estate strategies, including insights on ...

Estate planning is the process of organizing how ... legal, tax, insurance, or investment advice. This does not constitute an offer to provide any services, nor a solicitation to purchase securities.

For estate and tax planning professionals ... The report underscores the growing investment in legal tech, with software spending increasing at an annual rate of 21% since 2012.