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

12 States With the Highest Average Estate Tax Payments

June 10, 2025

12 States With the Highest Average Estate Tax Payments
Reject an Inheritance? Not Always a Bad Idea

June 09, 2025

Reject an Inheritance? Not Always a Bad Idea
Symetra and Pacific Life Sued Over Annuity Beneficiary Changes

June 03, 2025

Symetra and Pacific Life Sued Over Annuity Beneficiary Changes
Commonwealth Is Latest Firm to Tap Wealth.com for Estate Planning

June 03, 2025

Commonwealth Is Latest Firm to Tap Wealth.com for Estate Planning
At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy Clients

May 29, 2025

At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy Clients
How to Talk With Adult Children About Prenups

May 22, 2025

How to Talk With Adult Children About Prenups
IRS Posts Ruling on Individual Retirement Annuity

May 20, 2025

IRS Posts Ruling on Individual Retirement Annuity