Estate planning

Estate attorneys are creating trusts to extend wealth until people who get cryonically preserved can be revived — even if it's hundreds of years later.

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?

Just 9% of wills take pets into account. Here's how advisors can have a conversation with clients to ensure pets are properly included in their estate plans

An advisor in Los Angeles wants to help his clients with their estate planning, which requires thinking about death. How can he broach the subject without scaring them?

Younger investors are surprisingly eager for financial guidance — even estate planning — from advisors willing to expand their services and worldviews.

The deal values closely held Fisher Investments at $12.75 billion and is part of the founder's estate planning, according to the firm.

A client plans to leave an inheritance only for their biological children, icing out the adopted ones. Is their financial advisor obligated to help — or speak out?

These issues loom especially large for the LGBTQ client base, which is the focus of a new national initiative launched by financial advisors, lawyers and other professionals.

Here's a smart way to add long-lasting value to your client relationships.