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EXPANSIVE RESOURCES

Moving forward in a changing world

Events over the past year have caused dramatic shifts in how we spend time with our families and live day-to-day. Now might be a good time to take a fresh look at your wealth management plan to make sure it reflects all that you want for today and in the future.

 

 

Our approach

As your life and the world change, standing still is not an option. Your advisor, working alongside key professionals, can help you address the unique challenges and opportunities you face so your plans are better aligned with today’s new reality.

 

What to consider

 

Is it time to update my estate plan?

Marriage. Birth. A new job. A property sale or purchase. If your life is evolving, it’s important to make sure your estate plan evolves with it. Your advisor, together with trust professionals, can work with your estate planning attorney to revisit your plan to make sure it’s keeping up with your life.

 

Will inflation, tax proposals and other trends affect my goals?

Insights and guidance from industry-leading1 BofA Global Research are at your fingertips. Take advantage of our Research Library, a full suite of Global Research reports and our Perspectives Podcast series at your convenience.

 

Can my family’s wealth last for generations?

The Merrill Center for Family WealthTM works with select families to help them navigate the opportunities and challenges of wealth. While each family is different, you can learn what has worked from those for whom resilience is the foundation for their success.

 

 

 

Reach out to your advisor to help you move forward in a changing world.
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1Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2020 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to institutionalinvestor.com/article/b1qbhr3x612gz1/The-Research-Firm-That-Won-2020. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement.

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