The goals that
matter most to you

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  • 10 Things You Need to Know About the SECURE Act

    New rules, designed to make it easier for people to save and invest for a long life, could help you boost your retirement-readiness

  • Market Updates

    Your resource for the latest thinking from our experts on the markets and economy in the coming year and beyond

  • How Do You Want to Be Remembered?

    Use these tips to put plans in place that can help protect your family and secure your legacy

  • Young Philanthropists Are Changing How Families Give

    A new survey reveals family foundations increasingly focused on social issues

  • Outlook 2020: 7 Key Questions Answered

    What are the biggest opportunities emerging in the markets this year? Will the U.S. election have an outsized impact on investors? Our Chief Investment Office offers insights on these and other questions top of mind for investors.

  • Older adults and driving safety

    Driving is one of the most important sources of independence for older adults. As we age, our driving ability changes and eventually diminishes. This article describes how to create an ongoing partnership with elder family members in order to keep them safe on the road, keep their driving skills as sharp as possible and help them make the decision to stop driving at the appropriate time.

  • Lessons In Governance

    Understanding how families build their capacity to make informed, effective decisions that can help guide the successful transfer and sustainability of wealth across generations.

  • Fine tuning your business

    You started it, you manage it every day. Now make sure you’re prepared for tomorrow.

  • Wealth Continuity and Family Unity: 10 Core Practices for Navigating Family Wealth With Intention

    Defining clear goals and thoughtful strategies around making money last can also help maintain family unity and trust.

  • Recreational Real Estate

    Financing a very personal investment

  1 - 10 of 82 results

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• 1 - 10 of 26 results

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  • How Do You Want to Be Remembered?

    Use these tips to put plans in place that can help protect your family and secure your legacy

  • Older adults and driving safety

    Driving is one of the most important sources of independence for older adults. As we age, our driving ability changes and eventually diminishes. This article describes how to create an ongoing partnership with elder family members in order to keep them safe on the road, keep their driving skills as sharp as possible and help them make the decision to stop driving at the appropriate time.

  • Lessons In Governance

    Understanding how families build their capacity to make informed, effective decisions that can help guide the successful transfer and sustainability of wealth across generations.

  • Wealth Continuity and Family Unity: 10 Core Practices for Navigating Family Wealth With Intention

    Defining clear goals and thoughtful strategies around making money last can also help maintain family unity and trust.

  • Pathways: Matching estate planning to family culture

    A strategic approach to estate planning design

  • Untangling the Complexity of Gifting to Family

    A guide to navigating family financial events and fostering growth and positive relations within the family system.

  • How Can We Harness the Power of the Rising Generation

    A family's business achievement cannot be sustained without the personal commitment to create a great family. Preserving wealth and developing an empowered rising generation go hand in hand.

  • Is There Love in Money? How Families Put Wealth Into Perspective

    The way individuals and families perceive their wealth has a profound impact on how money is valued and used.

  • Can You Make the Money Last?
    The Road to Sustainable Wealth

    Maintaining family wealth over generations can be challenging. Now is the time to create and share a wealth plan designed to benefit your children and their children.

  • Building character

    Raising children under five in the midst of affluence

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• 11 - 20 of 33 results

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  • Be Cyber-Secure: Beware These Business Email Scams

    Steps you can take to defend against phishing, smishing and other forms of cyber attack

  • Commercial Real Estate Financing

    Pursuing your commercial real estate ownership goals

  • Spending Well: How thinking like a CEO can change your financial life

    Considerations for decision-making about expenditures
    Doug and Miranda¹ have achieved substantial financial success, yet they both feel uneasy. Before retirement, Doug served as an executive in a large technology company, and Miranda was a successful entrepreneur who sold her business.

  • Widowhood: The Loss Couples Rarely Plan for—and Should

    No one is ever ready emotionally for the death of a spouse. But you can prepare financially for the decision-making and reduced income you may someday face.

  • Helping Children Reach Financial Maturity

    While there’s no recipe for raising a happy and well-adjusted child, when it comes to money, a handful of key principles and innovative approaches can help.

  • How to Maintain Your Balance in an Up-and-Down Market

    These 3 tips can help you tune out the noise and stay focused on your goals, says this behavioral finance expert

  • What We All Can Learn from Women Investors

    Compare your investing style with these insights.

  • A guide for navigating newly created wealth

    Finding your way in the land of wealth

  • The Family Business Loan: What Do You Do When Your Children Ask for Money to Start a Business?

    By Matthew Wesley, Director, Center for Family Wealth Dynamics and Governance®and Michael Duffy, Director, Strategic Wealth Advisory Group at Merrill Lynch.

  • Merrill Perspectives Podcast

    Conversations on the big stories, news and trends affecting your everyday financial life

  11 - 20 of 33 results

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• • Young Philanthropists Are Changing How Families Give

    A new survey reveals family foundations increasingly focused on social issues

  • Keep the Joy of Giving Alive Year-Round with a Donor-Advised Fund

    Donor-advised funds are "a one-stop shop" for managing your charitable giving, offering convenience, flexibility and tax advantages.

  • The Philanthropic Journey

    For many business owners, success and giving back go hand-in-hand.

  • The Bank of America Charitable Gift Fund

    The Bank of America Charitable Gift Fund (CGF) offers a sophisticatedand dynamic way to give to the causes that mean the most to you.

  • Philanthropy in 2019: Responding to Tax Reform

    As charities assess the impact of recent tax legislation, donors may find new ways to give

  • Impact rising The power and impact of women in philanthropy

    Insights from the 2018 U.S. Trust® Study of High Net Worth Philanthropy

  • Case Study: Donor-Advised Funds

  • Charitable vehicles comparison

    Donor-advised fund or private foundation

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• • Older adults and driving safety

    Driving is one of the most important sources of independence for older adults. As we age, our driving ability changes and eventually diminishes. This article describes how to create an ongoing partnership with elder family members in order to keep them safe on the road, keep their driving skills as sharp as possible and help them make the decision to stop driving at the appropriate time.

  • 7 Things Every Alzheimer’s Caregiver Should Know

    Use these tips to help you keep your loved ones safe as you manage the financial aspects of caregiving.

  • Aging and Your Wealth

    Many families delay difficult discussions until a health crisis hits. But with life expectancy on the rise and the cost of long-term care steadily increasing, the time to start the conversation may be now.

  • Wealth Planning for Shortened Life Expectancies and Senior Family Members

    Millions of Americans have shortened life spans because of illness. Expressing wishes and needs regarding your person and property can help bring peace of mind.

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• • Your Family, Your Vacation Home

    Second homes speak to what many families value most. They’re a place to gather, spend time together and build memories. And keeping them in the family over generations requires planning, attention to detail and work.

  • 5 Easy Steps to Downsize Your Stuff

    Moving or decluttering? This checklist can help you decide what to keep, sell or give away.

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• • Recreational Real Estate

    Financing a very personal investment

  • Customized Yacht Financing

    Financing a Special and Unique Asset

  • Your Family, Your Vacation Home

    Second homes speak to what many families value most. They’re a place to gather, spend time together and build memories. And keeping them in the family over generations requires planning, attention to detail and work.

  • 3 Generations, 1 Great Vacation

    Traveling with family can bring you all closer together. Use these questions to help you plan a memorable getaway without breaking the bank.

  • 5 Top Travel Destinations—and How to Enjoy Them for Less

    Whether you're craving art, adventure or a place to fall in love all over again, these tips can help you plan a more affordable journey.

  • Financial Etiquette: Who Pays for What on Vacation?

    These 3 tips can help you avoid misunderstandings when traveling with family or friends

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• 1 - 10 of 17 results

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  • Fine tuning your business

    You started it, you manage it every day. Now make sure you’re prepared for tomorrow.

  • Be Cyber-Secure: Ways to Protect Your Business and Your Customers

    Cyber criminals uncover and target 480 new vulnerabilities every minute. Are you prepared?

  • Keeping more of the multiple

    And what about Uncle Sam?

  • Resilience of 100-Year Family Enterprises

    How opportunistic innovation, business discipline, and a culture of stewardship guide the journey across generations

  • "Reward Yourself" and Other Productivity Life Hacks

    Authors Laura Vanderkam and Jenny Evans share ideas, rooted in scientific research, to help you manage stress and be more productive on and off the job.

  • Be Cyber-Secure: Beware These Business Email Scams

    Steps you can take to defend against phishing, smishing and other forms of cyber attack

  • Will You Be Prepared to Cover the Costs of Long Term Care?

    Medicare often falls short when it comes to covering these costs. Here are some ways to plan ahead.

  • Getting Ready to Sell Your Company Stock?

    Diversifying your equity holdings in your company comes with a host of potential regulatory and investor perception pitfalls. A structured framework in the form of a Rule 10b5-1 Trading Plan could help smooth the way.

  • The Philanthropic Journey

    For many business owners, success and giving back go hand-in-hand.

  • Why It’s Not ‘Business as Usual’ for Women Entrepreneurs

    They overcome financial hurdles to start businesses at a higher rate than men.¹ How women do it offers lessons for all aspiring entrepreneurs.

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