Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Appeals Court Sides With Beneficiary in Guardian Life Suit
By Allison BellGuardian waived its right to cancel coverage by continuing to accept premium payments for years, a 5th Circuit panel ruled.
June 10, 2025
12 States With the Highest Average Estate Tax PaymentsIn these states, high-net-worth people who died shared plenty of their wealth with the IRS.
June 09, 2025
Reject an Inheritance? Not Always a Bad IdeaIn certain cases, this strategy can reduce the share of the estate lost to taxes or court judgments.
June 03, 2025
Symetra and Pacific Life Sued Over Annuity Beneficiary ChangesA woman says the moves reduced her death benefits and led to unnecessary taxes.
June 03, 2025
Commonwealth Is Latest Firm to Tap Wealth.com for Estate PlanningThe firm wants to help its advisors attract and retain high-net-worth clients through more specialized services.
May 29, 2025
At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy ClientsPublic schoolteacher turned executive director Charline Burgess prepares the next generation to be stewards of great wealth.
May 22, 2025
How to Talk With Adult Children About PrenupsClients who are concerned for their engaged child’s financial well-being should understand that they have options.
May 20, 2025
IRS Posts Ruling on Individual Retirement AnnuityThe ruling resembles other IRS rulings on IRAs that pass from a deceased spouse to a surviving spouse.