Put safeguards in place to avoid abuses or plan for uncertainty.

Bank of America Corp., Morgan Stanley, Deutsche Bank AG and JPMorgan Chase & Co. are among Wall Street firms beefing up wealth-management teams in Northern California.

What will your clients do if they outlive their financial assets?

Advisors can help transfer accounts from one sponsor to another.

Memories include working in underwear and lobbying a snoozing Senator.

U.S. lawmakers should close loopholes, raise the estate tax and hike the capital-gains tax so that it equals the rate on labor income, the Microsoft founder wrote Monday in a year-end blog post.

Helping high-net-worth families communicate about wealth.

Here's how they come out on trust and estate related issues.

Careful and considered planning is critical.