- Adoption
- Guardianship5 The Parent Power® program is not limited to parents who want to help their children with home financing. The applicant's parent, child, dependent or any other individual related to the applicant by blood, marriage, adoption or legal guardianship or from a domestic partner, fiance or fiancee can pledge securities.
- Corporate Law
- Sexual Harassment1 Source: Factset, BofA U.S. Equity & Quant Strategy, “Includes 35 major controversies related to data breaches, accounting scandals, customer safety, sexual harassment and other ESG topics. January 2023.
- Estate PlanningBefore you can think about involving family members in any kind of estate planning discussion, you and your spouse, if you’re married, need to come to an agreement about what you hope to leave to your kids and other family members, and what you’d like those assets to help them achieve.
- WillsStatements of intent that allow you to lay out your philosophy and preferences for the guardians and trustees who will be asked to carry out your wishes. Statements of intent are your opportunity to articulate expectations for your dependents. You can also state desires that might not customarily be included in a will and trust documents.
- TrustsLeverage revocable and irrevocable trusts that can help you protect and preserve your assets, minimize federal or estate taxes, and address complex family dynamics while also incorporating a thoughtful gifting strategy that allows you to see the impact firsthand and helps assure your assets are transferred and used as you intend.
- Tax Law